Editing Existing Users and Adding/Removing Roles

As an Admin you can edit all user information including name, phone, email address, password and user roles. 

Editing Existing Users

1. Navigate to Admin- Manage Users. You will be directed to the Manage My Users page.

        Select Manage Users.

2. Select the Edit Icon (). You will be directed to the Manage Users page.

     Edit a user by selecting the edit icon. 

3. Update the user's name, phone, email and password as necessary.

Note: Users are able to update their own profiles.

4. You can set a user as an administrator or turn off the administrator role for a user. 

        Manage User Options.

Adding Roles

1. Select the Add Icon ().

2. Select the role and the department for which the role applies. 

3. Select Save Role.

4. Optional - Repeat steps 1-3 as necessary to add additional roles.

5. Select Save. You will be directed to the Manage My Users page and see a green confirmation.

        Adding and editing roles. 

Editing Roles

1. Select the Edit Icon ().

2. Select the role and department for that role. 

3. Select Save Role.

4. Select Save. You will be directed to the Manage My Users page and see a green confirmation.

Deleting Roles

1. Select the Delete Icon ().

2. Select Save. You will be directed to the Manage My Users page and see a green confirmation.