Info |
---|
Manager role allows you to modify other users (excluding Company and System Admin profiles) upon request. |
Note |
---|
Switching your role from Manager/Company Admin to a regular user is irreversible. |
Go to User Manager and select the account you need to edit.
...
Click Edit and modify the desired fields in User Configuration.
At this step you can also assign or remove Report types using the Report Configuration tab.
...
Excerpt | ||
---|---|---|
| ||
See other documentation: | ||
Child pages (Children Display) | ||
all | true | |
depth | 1 | page | User Documentation
Note | ||
This article is for Company Admin / Manager users only. |
In the User Manager menu, you can edit user details / permissions, assign / unassign available Report types across users and assign users across Inspections. Follow the instructions below to learn how.
Edit user
❶ Go to User Manager.
❷ Click on the row with the needed user to select them for further actions.
❸ Press “Edit”.
❹ Edit User Configuration:
Email*
First Name
Last Name
Info |
---|
* - mandatory fields. |
❺ Edit Report Configuration to assign / unassign Report Types.
Use single arrow buttons to assign / unassign selected Report Types to the new user.
Use double arrow buttons to assign / unassign selected Report Types to the new user.
❻ Press “Save” to finish.
...
Assign / detach users across Inspections
While being in the User Manager menu:
❶ Click on the row with the needed user→ click “Edit”.
❷ In the “Edit User Details” window, click on the “Assigned Inspections” tab.
❸ Click on the row with the needed Inspection to select it for further actions.
❹ Use single arrow buttons at the bottom to assign / detach selected Inspection(-s).
Use double arrow buttons at the bottom to assign / detach all Inspection(-s).
❺ Press “Save“ to keep changes.
Press “Cancel“ to discard.
Info |
---|
Press and hold Ctrl + right / left mouse button click on the needed Inspections for bulk selection. |
...
...
Related pages
...
Page Tree | ||||
---|---|---|---|---|
|