Note: This guide explains how to create users of the platform (NOT person profiles) and assign them relevant access permissions.
Functional Roles
This feature allows you to manage the functional roles of each user on the platform, with each functional role containing a set of permissions that allow activities on the platform.
Access functional roles
Backoffice > People > Functional roles:
Create new role
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Click on “Add New Role” and provide a name for your new role, then click “Save”
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Choose the permissions for this role by clicking on the permission at the “Available Permissions” list then
click on the left signal box in the middle > click Save
Manage or edit role
Click into a functional role to add or remove permissions as required.
Users
This feature allows you to create a new user account or to manage and edit existing user accounts.
Access functional roles
Backoffice > People > Users:
Create new user
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Click on “Add New User” to provide the basic info, then press “Save”
Manage users
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Search for the user and click on the name
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If the user need to use the Supervisor app, then we must assign a person profile with account
Communication Settings: setup the user to receive emails, SMS, Push notification and in App message when portal admin send or push that via platform.
Organizational Settings: Select the active site for the user in Supervisor app.
Change Password: to change the password for a user, type the new password and the confirmation of new password, then press “Change Password”.
Thank You!!