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Change access level or user role 

Only administrators and members can view and edit users. Only administrators can edit other administrators.

Click on the organization name or settings button to access the Users tab:

  • Laptop browser: Organization name in bottom left corner
  • Mobile browser: Settings in bottom half of main menu

 


Users with access to the organization are listed in a table:



The user list can be sorted alphabetically or by date of joining. 
You can search for names or parts of email addresses and / or filter the users based on role or access level:

Edit access level or role / Manage locations:

  • Administrator: edit individual users via far right icon, follow instructions in slide-in panel 
  • Administrator and Member: edit user(s) via ticking user boxes to the far left, then select action and follow instructions in slide-in panel

If a Member tries to edit an Administrator role, the platform will prevent this and provide an error prompt:


 

If location access is chosen, then "Manage locations" option must be chosen to access the slide-in panel for adding location to the user. If no locations are added, the user will not see or be able to do actions in the platform.