Managing Users

The Users tab User tab for adding and managing Users allows you create a new user, to edit (such as changing a User's access level, Company or email address) and reset the password of an existing user, and move a User to a different Company.

This section provides information on the following topics:

User access levels (see below)

How to create a new User

How to edit a User or reset a User password

How to move a User to a new Company

 

User access levels

The user level system is hierarchical and each user level has different rights. No user can access any records that are not tied to their Company level or lower.

When adding a new user, you must designate a Type. The user permissions (rights) for each user type are as follows:

Type

User Permissions

Admin

Read/Write all records (Company, User, Sites, License) for their own Company and descendant companies.

Create users of type Admin, Read, or Write for their own Company and descendant companies.

Read

Read all records (Company, User, Sites, License) for their own Company and descendant companies.

Write

Write all records (Company, User, Sites, License) on descendant companies. Write Sites and Licenses for their own Company. Read users on their own Company.

Create users of type Admin, Read, or Write on child companies.

NOTE: These permissions still operate within the ability of the Company you are on. For example, a Write user on an MSP Company will not be able to make child companies because that company type does not support it. For more information, see Company type template options.