User Setup

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.

Tab
  • Users List – Manage all the users in the organization.
  • User SetupAdd / Edit User, Role and Privileges for a user.
Toolbar
  • 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.
Status

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

New New user are available in Users to users with Administrator role.
Active Active user can log in with its role and privileges specified for this organization.
Inactive Inactive user cannot log in.
Trash Trash user cannot log in. User with Administrator role can delete the user while with this status.
Fields
  • First Name – Change the first name.
  • Last Name – Change the last name.
  • Email – Change the email address.
  • RoleOperator 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.
Project User Privileges per projects

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.