Adding Users & Roles

1. Admin users can click the “Admin” tab in the top right

 

2. Then click "Users" in the drop down menu

 

3. Click "Create New User"

4. Choose a unique username. We recommend using an email address for the username.

5. Choose the role of the user.

  • Portal Admin: Has access to all features.
  • Managers: No access to Company, Settings, Templates, or Adding Users with Manager or Portal Admin roles.
  • Users: Has access to work assigned or shared, can search/sort/filter work, & change statuses.
  • Field Users: Has access to Changing Statuses, Search/Sort/Filter Work, Can see customer hidden fields and documents.
  • Customers: Has access to Changing Statuses, Search/Sort/Filter Work, Can see field user hidden fields and documents.

Click here for detailed description of the user roles and permissions.

6. Once all required fields are filled in, click Create.

   Go to Disabling and Deleting Users

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