Edit user

  1. Click Administration.
  2. (If applicable) Click on top, group, or client level.
  3. Go to the Users tab.
  4. Click the user name.

You can perform the following changes:

Edit user details

  1. Next to Details, click Edit.
  2. Edit user name or change user level. NOTE: See user level for more information on the user levels.
  3. Click OK.

NOTE: It is possible to label a user as an Auditor. The advantage of this is, for example, if you want to add temporary users and be able to easily identify such users. Marking a user as an Auditor does not give the user any permissions or access rights.

Give company access

  1. Next to Company access, click Edit.
  2. In the Select companies list, select company/companies.
  3. Click Save.

Give customer, group, and client access

  1. Next to Customer, group and client access, click Edit.
  2. In the Search for access to add list, select the customer, group or client the user should have access to.
  3. In the Admin column, select the Admin check box if the user should be an administrator at that level.
  4. Click Save.

Assign role

  1. Next to Roles, click Edit.
  2. In the Search for roles list, select the role the user should have.
  3. Click Save.