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User Management

Isabella Scharff
Updated

Users are different accounts that can be used to log in to the Portal.

You can create a user at both company and location levels. If you create a user at the company level, that account can be mapped to one or several locations. If you create a user at the location level, that user will only be able to access that location.

Roles

Our Portal security is role-based, so you don’t have to set permissions for each user, instead, you assign them a pre-made role.

To access the role page:

  1. Select ‘Users’ from the left sidebar menu
  2. Select ‘Role Master’ from the dropdown

Here you can manage existing roles as well as create new ones.

To create a new role:

  1. Select ‘+Add New’
  2. Enter the Role Name
  3. Select ‘Save’
  4. Select the Permissions Icon next to the role (lock on an orange background) located under the ‘Action’ column
  5. Set Permissions via checkboxes available
    • Each permission corresponds to a menu available in the left sidebar
  6. Select ‘Save’

Users

To create a new user:

  1. Select ‘Users’ from the left sidebar menu
  2. Select ‘User List’ from the dropdown
  3. Click ‘+Add New’ in the upper right corner of the screen
  4. Enter the user’s Name
  5. Enter the user’s Phone Number
  6. Enter the user’s Email Address
  7. Select the user’s Job Title (this is the same thing as role)
  8. Click ‘Save’

The username and password login information will be visible from the ‘Role List’ page.

Mapping Users

From the ‘Users’ page on the company level, you can map users to specific locations. This can only be done after a user is created.

To map a user:

  1. Select the ‘Location Mapping’ icon (sliding bars on a yellow background) from the ‘Action’ column
  2. Select the locations you want this user to have access to
  3. Select ‘Save’ when you are finished

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