User Manager – Add / Edit User

The Add / Edit User section allows administrators to manage user details within the organization. Here, you can enter user information, assign roles and privileges, and configure settings. After filling in the necessary fields, click Save User to add or update the user in the Users List table.

Tabs

• Users List – Manage all users in the organization.
• Add / Edit User – Add or edit user details, roles, and privileges.

Toolbar

• New User – Create a new user.
• Move to Inactive – Deactivate the user, preventing login access.
• Move to Trash – Move the user to Trash, disabling login. Only an Administrator can permanently delete the user.
• Save User – Save changes to the cloud.
• Help Center – Open this help page.

Status

By default, new users are Active and can log in immediately.

User Configuration

• First Name – Enter or update the user’s first name.
• Last Name – Enter or update the user’s last name.
• Organization – Assign an organization name (if different from the main organization).
• Email – Enter the user’s email address.
• Language (Beta) – Select the preferred interface language.
• Notification – If enabled, administrators will receive an email when a customer sends a record to the Print Queue in Producer.
• Role – Assign a role that determines user access. (See below for role details.)
• Timezone – Set the user’s timezone.
• Private Note – Add internal notes. These notes are visible only to administrators.
• Current Password – Required to update a user’s password.
• New Password – Enter a new password.
• New Password Again – Confirm the new password.

User Role

User roles determine access levels based on the selected plan.

• Administrator – Full system access.
• Designer – Access to Template Editor, Project Manager, and Producer.
• Operator / Customer – Access to Producer only.

Timezone

Changing the timezone affects only the user’s interface. All dates are stored in a standardized format. IDC automatically adjusts for daylight savings.

Project User Privileges Per Project

Select a project from the dropdown menu and click Add Project to grant the user access to the selected project. Below are the privileges that can be assigned per project:

• Add to Favorite – Add projects to the user’s favorites for quick access.
• Access Project Manager – Access the project in Project Manager.
• Access Producer – Access the project in Producer.
• New Record – Create a new record in Producer.
• Edit Record – Modify an existing record in Producer.
• Deactivate Record – Move a record to Inactive status.
• Trash/Erase Record – Move a record to Trash or permanently erase it.
• Capture Photo ID – Capture a Photo ID for a record. If access is restricted, the live camera will not activate.
• Capture Signature – Capture a signature for a record.
• Add to Queue – Add records to the Print Queue (Enterprise only).
• Badge Preview – Preview badges before printing (Professional and Enterprise only).
• Print Preview – Open a print preview before finalizing badge printing.
• View Log – View the activity log for the project.