User Setup is where you enter all information for your users in the organization. Fill in the different fields, set role and privileges and click Save User. A new record appears in the Users List table.

• Users List – Manage all the users in the organization.
• User Setup – Add / Edit User, Role and Privileges for a user.

• Add New – Create a new user.
• Move to Inactive – Move the user to Inactive so the user can’t log in.
• Move to Trash – Move the user to Trash so the user can’t log in and Administrator can delete it.
• Save User – Save the user to the cloud.
• Help Center – This help page.

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

• First Name – Change the first name.
• Last Name – Change the last name.
• Email – Change the email address.
• Role – Operator gets access to Producer. Designer gets access to Producer and Designer to create new projects. Administrator gets full access to the system.
• Current Password – To change a user password, you must enter the current password,
• New Password – The new password
• New Password Again – Repeat the new password again.

Below all the privileges you can set for users per project.

• Favorite – Add projects to the users favorites.
• Access Designer – Access this project in Designer.
• Access Producer – Access this project in Producer.
• Add Records – Add cards in Producer.
• Edit Records – Edit cards in Producer.
• Deactivate Records – Move cards to Inactive.
• Trash/Delete Records – Move cards to Trash. Only Admin can Delete a trashed record versus Erase Records with this privilege.
• Erase Records – Erase all information about the record permanently.
• Capture Photo ID – Capture a Photo ID for a record.
• Capture Signature – Capture a signature for a record.
• Print Card – Preview cards before printing.
• Preview Card – Preview cards with NO printing.
• Print Queue – Send the record to the Print Queue (Enterprise only)
• View Log – View activity log for a project.