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.