Adding/Editing Users

Admin Level Users can add and edit users to their account.

  • From your company level dashboard, click on the Users tab (only accessible to users who have this permission)

  • On the top right of the page, click on New User

  • Enter the new user's information on the Profile page

    • Only the name and email are required; however, best practice is to include phone and job title as well

  • Configure the users role and Access Attributes on the Role & access page

    • You have the ability to limit the users visibility in to Reports by setting an 'Access Attribute' and an 'Access Attribute Value(s)' via Limit access to reports where

      • If a user has an Access Attribute value set, you may also allow them to see all other available values in field dropdowns should they ever need to make an update by checking off 'Allow user to see and select all values when editing' (the eye icon)

      • Note: Should a user change a value on a report to a value they are not assigned access too, they will no longer be able to access that report

      • Note: Access Attributes can be updated at any time; however, should you remove an access value that user will no longer have visibility into any of those Reports

  • You also have the option to set notifications and preferences on a user level via the Notifications page. For additional details around Notifications please review the following Aclaimant Support Articles:

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