Creating and Editing Users

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Creating and Editing Users

Using your Administrator role, click on Manage Users under Settings. At first, there is only one user: YOU.

 

Clicking on the pencil icon will open your user for edits. You can change or update your admin email, username, password and user type.

  • User Type displays the different users that can be created: Admin, Editor, Contributor, Commenter, Viewer and Navigator. Use the link to see a short description of how each user interacts with the database.
  • Disabled will deactivate the user’s access to the database.
  • Show in List means that the user admin will be actionable (it can be assigned tasks and events). Uncheck this box if you won’t be assigning appointments or tasks to your admin user.

Note that if this box is checked, your Admin user will be counted towards your seat count for licensing purposes.

Force user to enter new password on next login is a useful tool to use when a user needs his/her password reset. As the instruction reads, upon entering the password provided by the administrator, the user will be forced to enter a new password to complete the login.

 

Is Attorney: When this box is checked, the user will be considered as an Attorney.

 

Access all records (otherwise none): When this box is checked, the user will have access to all the records in your database. Their ability to edit or add information will be dependent on their type of user.

 

Once there are teams created in your database, you will be able to decide if the new user should be part of All Teams or just a specific team.

 

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