Related Articles
Roles Overview
Roles define access & permissions to various functionality for back office users. The software is preconfigured with four roles: Super Admin, Care Admin, ClassReg Admin, & Instructor, of which can be modified as needed. In addition to the ...
Adding a Role
To add a new role, click on "Configuration" & select "Role"; then, click the "Create Custom Role" button in the upper/right. Enter a name for the role; then, select a feature under the Application Module section, & select the appropriate claims ...
Editing a User Account
To edit a user, click on "User Management" & search for the user. Next, hover over the Action icon to the left of the user, & select "Edit". Make changes to the Profile/Role/Additional Information section as needed; then, click "Save".
Role Designations
To designate/change a user’s role, click on “User Management” & search for the user. Hover over the Action icon to the left of the user, & select “Edit”. Click on the “Role” tab, select a User Role; then, click “Save”. If a “Next” button ...
Edit User
To edit the User on an account, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “Edit”. Make any necessary updates and click “Next.” If Additional Information is ...