Roles
We have created default roles for you , however you have the option to add as many Roles as you like to manage your staff’s access to the appcreate additional Roles and manage access permissions for each role.
📘 Instructions
Follow the steps below steps to manage and add new roles. :
From the left menu bar, select Administration → Roles.
A list of default roles
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will display on screen.
Select Add Role on the top right corner to create
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a new role.
Enter the name of
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this role in the Name field.
Select the
...
applicable tick boxes to
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allow access
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for this role.
There are 3 permission options:
Create
Update
Delete
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Other functions:
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Clone: To make a copy of this role and its permissions.
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You have the ability to change access permissions of an existing role. Select on the role, and click Edit.
To delete a role
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, select on the role, and click Edit. Scroll down to the bottom of the page and click on Delete.
Note: You cannot delete a role if there are existing users assigned to this role.
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Other functions:
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Users
It is recommended that each staff member has their own individual user login details in order to track historical eventsand record activities completed on the application.
📘 Instructions
Follow the steps below steps to manage and add new users. :
From the left menu bar, select Administration → Users.
Select Add User.
Completed
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all mandatory fields:
First Name
Last Name
Email *personal email address preferred
Username *must be unique
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Selected Roles - select a role from the drop down
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Select Save.
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menu
Click Save.
An email from Mypak Support will be sent to the nominated email, with a link to reset your password.
Alternatively, select on the user from the list, and click on Change User Password.
Enter a password *Password must be at least 6 characters.
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Or you could select Generate to populate a random password.
Select
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Save.
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Select Resend Password Email to receive an email to reset password to the nominated email. Ensure you check your Junk email to see if you’ve received the email. Follow the prompts in the email to reset your password. |
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