Manage users

The Manage Users page lets you add, edit, or delete a user, along with performing other actions. You can update their building, role, and administrative permissions. The page also has features to customize your view, and access the user's details.

To add a new user:

1. Select Users > Manage Users. The Manage Users page appears.

   

2. Select Actions > Add User. The New User page appears.

   

3. On the General tab, do the following:

           a. Complete the First Name, Last Name, Phone, and E-Mail fields.

           b. If you want to Send Welcome E-mail, use the drop-down to select Yes.

           c. If you do not want the new user to Receive Emails, deselect the checkbox.

           d. Click Next. The Group tab appears.

   

4. Do any the following:

           a. Use the drop-down to select the user's classification.

           b. To add the user to a new group, select New Group and enter a group name.

   Note: The group name must be unique. If a group name already exists, you will be prompted to enter a new one.

           c. To add the user to an existing group, select Existing Group and enter a group name.

           d. Click Next. The Roles tab appears.

   

5. Do any the following:

   Note: Roles determine what users can see and do within the system.

           a. Click + Add Role.

           b. Use the drop-down to select a role.

           c. Click the Sites field, and select a site.

   Note: You can select one site, multiple sites, or all sites.

           d. Click .

           e. Repeat to add additional roles.

           f. Click Next. The Permissions tab appears.

   

6. Select the desired permissions.

   Note: These permissions control what options appear for users in the side menu.

7. Click Save.

To manage existing users:

1. Select Users > Manage Users. The Manage Users page appears.

2. Do any of the following:

   To...	Then...
   Edit a User	a. Click . b. Make any desired changes. c. Click Save.
   Send a welcome email	a. Click . The Send Welcome E-mail page appears.  b. Enter an optional note, if desired. c. Click Send E-mail.
   Delete a user Note: You can only delete a user that is not associated with any records or roles.	a. Click . A confirmation pop-up appears. b. Click OK.
   View roles	Click . A pop-up appears.

User details page

Users with the View User Details or Manage Users and Permissions administrative permission can access the user details page.
This page lets you see a user's information, including their role and request submission history.

To view or edit the user details page:

1. Select Users > Manage Users.
2. Next to the user you want, click . A pop-up appears.

3. View or edit any of the following tabs:

   • General: Demographic information.

   • Group: Groups this user is associated with.

   • Roles: Roles assigned to the user. Clicking a role will let you manage the permissions for that role.

   • Permissions: Administrative permissions the user has.

   • Email Log: All emails associated with this user.

   • Notifications: Approval paths and additionally notify associate with this user.