To manage users or user roles, select an option from the Access menu on the home page.

Create a User

1. Select the New + at the top of the Manage Users page, next to the search options. The Create User page displays.
   
2. Enter the user information.
   • First Name
   • Last Name
   • Email
   • Confirm Email
3. Select the user’s job title from a dropdown menu.
4. Select the Next button. The Access assignment page displays.
5. Select a standard role from the I would like to assign to all of my locations menu, select Assign, and then select Next. The Summary page displays.
6. Select Edit to make changes to the User Information and Assigned Access fields, or select Create User if everything displayed is correct.

A confirmation message displays stating the user has been created and a welcome email is sent to the new user.

Create a Custom Role for a New User

To create a custom user role:

1. Select the New + button at the top of the Manage Users page next to the search options. The Create User page displays.
2. Enter the user information.
   • First Name
   • Last Name
   • Email
   • Confirm Email
3. Select the user’s job title from the dropdown menu, and then select Next. The Access assignment page displays.
4. Select Grant Custom Access (blue link, bottom-left corner).
5. Search for locations using the search options, or select a location by checking the box next to it.
6. Select Add Custom Role, and then enter the Role Name and Role Description.
   
7. Select Add next to a privilege to assign it to the new custom role, and then select OK. Multiple privileges can be assigned.
   
8. The new custom role will appear in the role list on the right side of the page. Select the Assign button next to the new custom role to assign it to the user.
9. Select Next at the bottom of the page, and then Create User at the bottom of the next page to complete the process.

A confirmation message displays stating that a welcome email has been sent to the new user.

Manage Roles

You can use the Manage Roles feature to edit (or delete) a custom role as an efficient way to editing the permissions for all affected users individually.

• Selecting Manage Roles from the Access menu displays a list of custom roles.
• Select a role from the list, and then the Information icon to display the privileges associated with that role.
• Use the Actions menu to edit or delete a role.

Edit a Role

Select Edit from the Actions menu to display the Edit Role page.

• The Role Name and Role Description can be changed by typing in the corresponding fields.
• Privileges can be added using the Add button or the Add All link.
• Privileges can be removed using the X button or the Remove All link.
• Locations can be removed by unchecking the check boxes.
• Additional locations can be added by searching for them.

Delete a Roll

To delete a role, select Delete from the Actions menu. A message prompts you to confirm that you want to delete the role; select Yes. A confirmation message displays stating the role is deleted.