Quick reference : How to add users ?

1. Log in as administrator
2. Click Users in the left sidebar menu
3. Enter the email address into the User ID field
4. Give a temporary password for user
5. Set Professional as a user role (user rights)
6. Click save button
7. Inform new user and ask him to change his password

User data

Picture: User basic data. Contact information in not mandatory.

User permission management

Picture: User permissions

User permissions are managed on two level

• Person level rights : Set user access right to person' data
• Function level rights : Set role related permissions and restrictions for functions

Permission level rights defines user access to person's data

• You can give to users access to all persons (set allow all teams on)
• You can give to users access to all persons of a team (select teams from allowed teams selection list)
• You can set more granular permissions for named persons ( set show only allowed persons on and choose persons from drop down list)

Role defines function level rights

The most common user roles are administrator and professional.

Administrator manages     

• User Information and Permissions     
• Alarms and attention controls    
•  Integrations with other systems

Professional manages     

• Person's information     

Terms and invoicing agreement

You can set a grouping factor for invoicing report. Not mandatory field.