Admins Only
The User Management section can be accessed within the settings page or via the "My Account" drop-down menu at the top right of any page:
As a super admin or admin, you can remove users and update user roles through the User Management page. However, the permissions will differ between super admins and admins:
| Role | Permission |
| Super Admin |
Removing Users: Can remove other super admins, admins, and specialists Changing User Roles: Can change the role of any user to super admin, admin, or specialist roles |
| Admin |
Removing Users: Can only remove specialists, cannot remove super admins or other admins Changing User Roles: Can only change the role of admins to specialists and specialists to admins |
In order to change user roles, select the ‘Edit’ icon in the ‘Action’ column. A "Remove" icon will also be present if applicable.
The system will display a modal titled ‘Edit User Account’. This modal will display information about the user such as ‘Title’ and ‘Office Location’ and the user can update roles as is appropriate to the permissions they have:
If you don't see the Title or Office Location listed for a User, they can update this under their Profile Settings.
New Users can be added via the button at the top of the table.
It’s important to note that when adding a new specialist, a unique ‘Employee ID’ must be added for the user, in order for the system to allow auto-assignments of the user. Assigning duplicate ‘Employee IDs must be avoided.
Additionally, Super admins and admins must add a unique 'Employee ID' to their account in order to assign lines to themselves as well as have others assign line items to them. Just like the other roles, this ID should not be the same as another existing user's ID.