User Administration

From the landing page, them icon takes you to the admin panel. User management is carried out using the following:

  • User Groups
  • Users
../_images/user-mgmt.png

Create A User Group

  1. Select Admin ‣ Create Group
  2. Set the Group Name and Description
  3. Click Add Group

Add/Remove Users From Group

  1. Select Admin ‣ Groups ‣ Settings
  2. From the User List pane, add or remove users.

Create/Edit A User

  1. Select Admin ‣ Create User

  2. Set the following user details:

    • Username
    • Password
    • Email Address
  3. Click Add Group

Setting Permissions

Permissions are set for User Groups and Users on a per application basis. To set their permissions to each one, use the following steps:

  1. Select Admin ‣ List Applications

  2. Click the Settings button beside the application of your choice.

  3. From the Permissions panel, give the User Group or User access to the application, and set their level of access from the following options:

    • View
    • Update Reports
  4. Click Give permission