Adding and Editing User Accounts

💡: Users with "Users access" enabled on their role can add, edit, and disable Aclaimant access.

Reference:

To Add a New User:

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

  2. On the top right portion of the page, select on New User.

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  3. Select the Profile Section to the left:

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

    • Select Update Profile Setting to save. 

       

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To Configure the User's Role and Access Attributes:

  1. Select the Account Section to the left.

  2. Ensure the Enabled button is selected on the Account status.
  3. Enter the user's Email Address. This is required in order to create a user profile.
  4. Select the appropriate role for the user. This is also required in order to create a user profile.
  5. Select Update account settings. 
  6. Select the "Access" Section to the left
  7. Select Access Attributes for a user, to the left, if needed. Access attributes allow only specific information to be visible to a user. 
    • 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 changed at any time. 

💡To learn more about disabling users, click here

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To Configure the User's Notifications:

1. Select the Notifications section to the left.

2. Select appropriate Notifications. For additional details around Notifications please review the

Configuring Notification Delivery article.

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