Adding a New User
Navigate to Account Settings: Click on "Account Settings" located in the upper right corner of the interface or Access Management from the application s
Access Management: Scroll to the bottom of the "Account Settings" page to the "Access Management" section.
Invite a New User: Click the "Invite a New User" button in the lower right corner.
Enter User Email: Enter the email address of the user you wish to add. Important: If you enter an incorrect email address, you will need to delete the incorrect user and add the user again with the corrected email.
Grant Application Access: After adding the user, you must grant them access to specific applications. Edit the newly added user and click the "Add Application" button in the left corner.
Specify Facilities: When adding applications, you can also specify which facilities the user is authorized to view within each application. This allows you to control their access and ensure they focus on the facilities they support.
Set Permissions: Users will be defaulted to "Member" level permissions, unless otherwise specified in their settings. Only users set to "Admin" will be able to add and delete users.
Invitation Email: The user will receive an email invitation to join the account. If they do not receive the invitation, double-check that their email address was entered correctly.
User Login Process
One-Time Passcode (OTP): The first time a user logs in, they will be prompted to use a one-time passcode (OTP). This passcode will be sent to their registered email address.
Create Password: After successfully logging in with the OTP, the user will be prompted to create their own unique password for all future logins.
Removing a User
To remove a user from your account, navigate to the "Access Management" section of the "Account Settings" page. Click the trash can icon located next to the user you wish to remove.
