Roles & User Management

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 app.

Follow the below steps to manage and add new roles.

From the left menu bar, select Administration → Roles.
A list of default roles can be viewed from this screen.
Select Add Role to create your own role and manage the access.
Enter the name of your role in the Name field.
Select the relevant tick boxes to grant access to this role.
Alternatively, select on the existing role to edit access.
1. There are 3 permission options:
  1. Create
  2. Update
  3. Delete

Other functions:

Clone: To make a copy of this role and its permissions.
Delete: To delete a role and its permissions. Note: You cannot delete a role if there are existing users assigned to this role.
Users: To view the users assigned to this role.

It is recommended that each staff member has their own user login details in order to track historical events.

Follow the below steps to manage and add new users.

From the left menu bar, select Administration → Users.
Select Add User.
Completed the mandatory fields:
1. First Name
2. Last Name
3. Email
4. Username must be unique.
5. Selected Roles - select a role from the drop down box.
Select Save.
Select Change User Password to set a password for this user. Password must be at least 6 characters.
Enter a password. Alternatively select Generate to populate a random password.
Select Ok.

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.