Users Section

Users are schedulers, managers, administrators, etc that you are giving access to either the Enterprise or Location Portal or both.

Roles Section

Roles control individual users are access privileges to different sections within each portal.

Video: How to Add Organization Roles 

How does this functionality help you? 

  • The Enterprise controls who has access to the two portals (users). 
  • The Enterprise controls what each user can see and do when they Sign In (roles).

Adding Users
  1. Open the Organization section.
  2. Choose the Users tab.
  3. Select Add.
  4. Enter all data for the new user.

  5. The username and password is required to Sign In to a portal.
  6. Check the box only if they are going to be authorized as an Enterprise User.
  7. User information is not visible in the Location portal.
  8. Click on the Refresh icon to see the users name in the left menu.

Video: How to Add and View Organization Users

Assigning Locations

  1. Users must be assigned to a Location in order to Sign In to that Location portal.
  2. Click on the Users Name in the left menu bar. 
  3. Click on Add Locations.
  4. Highlight the locations they are to have access to.
  5. Choose Save.
  6. To unassign a location, click Remove next to the location.

Video: How to Assign and Remove User Locations and Roles

Assigning Roles

  1. Users must be assigned a Role at each location.
  2. Click on the Users Name in the left menu bar. 
  3. Click on Add Roles.
  4. Select a role and location. Users should only have one role per location.
  5. A location specific role will override the Location Default Access role.
  6. To remove a role, select Remove next to the role.

Review & Test User Access

  1. Click on the users name to view the Summary of their assigned locations and roles.

    Test ‘User’ Sign In using the username and password assigned prior to giving the information to the User.