How do I add a User?
Admins (users with the admin permission Manage District Settings) have the ability to add new users to the program.
1. The following action can be done by going to Users > Manage Users > Click Actions > Add User
2. Go in order for the tabs and fill out the corresponding information before saving.
Here is an article that goes more in-depth with this information: Manage Users (District Users with Roles/Permissions)
Here is a video that discusses this process in more elaborate detail: http://videos.masterlibrary.com/watch/ZHm3Es5AsdubBph5dfNX4H?
How do I Edit a User?
Admins (users with the admin permission Manage District Settings) have the ability to add new roles or modify existing ones in the program.
1. If you need to edit a user go to Users > Manage Users > Select the Pencil Icon () then make your adjustments, and click Save.
Here is an article that goes more in-depth with this information: Manage Users (District Users with Roles/Permissions)
Here is a video that discusses this process in more elaborate detail: http://videos.masterlibrary.com/watch/3r1LRaxMLZbWX9dyYv8zuX
How do I add/edit a Role?
Admins (users with the admin permission Manage District Settings) have the ability to add new roles or modify existing ones in the program.
1. The following actions can be done by clicking Users > Manage Roles > Select Actions > Add Role
2. If you need to modify an existing role go to Users > Manage Roles > Select the Pencil Icon ()
Here is an article that goes more in-depth with this information: Manage Roles
Here is a video that discusses this process in more elaborate detail: http://videos.masterlibrary.com/watch/FWjX7GMBXaZ921ZYLfZJkz
How do I replace a user with a new employee?
Admins (users with the admin permission Manage District Settings) have the ability to take an existing user account and replace them with a new user. This is going to transfer all roles and permissions from the existing user account to the new one.
1. The following action can be completed by going to Users > Manage Users > Select the () icon
2. Select the user's replacement.
3. Click Save.
Here is an article that goes more in-depth with this information: Replace A District Staff Member As A User
Here is a video that discusses this process in more elaborate detail: http://videos.masterlibrary.com/watch/YhV12UCDHsVQZ24AmZ5N4U
How do I see where a user is set up to be notified?
Admins (users with the admin permission Manage District Settings) have the ability to edit user accounts and see the notifications tab.
1. If you need to see where a user is set up to be notified of approved requests go to Users > Manage Roles > Select the Pencil Icon ()
2. Click the Notifications Tab at the top of the Modal.
This will display all of their Buildings, Spaces, and Fields where the specific user is set up to receive email notifications. Each option will provide a blue link you can click into to make easy adjustments.
How do I add a user to be notified for a specific location?
Admins (users with the admin permission Manage District Settings) have the ability to edit locations and add users to be notified based on location.
1. If you need to add a user to a Site or Space go to Locations > Manage Sites/Spaces > Edit a location. From there, add the user to the "Notify of Approved Request" section and click Save.
2. If you need to add a user to be notified pertaining an existing request form field. Go to Admin > Manage Fields > Edit a Field > Add the user under the section Additional Notifications : > Click Save.
Here is an article that references adding a user to be notified on a specific field: Notify Staff Based On A Selected Field
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