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Users Roles Permissions

To edit or create users, navigate to "Administration" - "User Management"

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You will be taken to a list of all application users.

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Edit an Existing User

Click on their name in all user list. You will be taken to a read only page of their user profile.

To Edit their Profile Information - Click "Actions" - "Edit".

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The following fields are available on the user edit screen:

  • Organization
  • Projects
  • First Name
  • Last Name
  • Display Name
  • Email Address
  • Cell Phone
  • Alt Phone
  • Active Profile Flag
  • Roles
  • Default Country
  • Default Language
  • Default Time Zone
  • Instruments

Bold fields are required. Click save when finished editing.

To Reset their Password - Click "Reset Password".

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Enter the new password in both the fields and change password.

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User Permissions

A user's permissions are determined by the Role they have been assigned. A User may only have one role assigned.


Last update: 2023-12-02
Created: 2020-03-04