Manage Users

System administrators hold responsibility of who has access to their system, including adding/removing users, updating roles and permissions, and assigning users to groups to view specific data nodes.

Who Is A User In Your Company Instance

1. Enter the System Admin Panel.
2. Click "Users" from the left hand menu. You will now see all users associated with your company's software instance.
3. Click on a specific User to view their Name, Email, Admin/User status, and all the User Groups they have been assigned.

Add New Users To Your Instance

1. Enter the System Admin Panel.
2. Click the "+" icon to the right of the "Users" section.
3. Copy the registration link and securely mail this link to your new user.

Assign Users an Admin Status

1. Enter the System Admin Panel.
2. Click "Users" from the left hand menu. You will now see all users associated with your company's software instance.
3. Click on a specific User and click the Role box to define the user's Admin/User status.
4. Click Save.

Change A Specific User's Groups

1. Enter the System Admin Panel.
2. Click "Users" from the left hand menu. You will now see all users associated with your company's software instance.
3. Click on a specific User.
4. Add a user to a group by clicking "+ Add User Group" and selecting the Group.
5. Remove a user from a group by clicking the "X" icon.
6. Click Save.