Understanding the users page
You are able to use this page to create and manage your user profiles. As users are invited by owners they will also be added to this list.
Add a user
A - Click add a user. Complete the record and click Update. Once updated the user will receive an email to invite them into the software.
B - Don't forget to allocate access to the products by using the enable/disable buttons
C - Upgrade user to Admin privileges
D - Make the user an client owner. Note: Third-party organisations should now be allocated Client owner unless you want them to access names of all users listed on the estate page
E - Allow the user to become an editor of the Quality Calendar.
F - Allow user to become a Develop auditor (allows access for a non admin to view all Develop activity)
G - Allow user to become and editor of the KPI tool
H - Disable/enable to provide access to your software
I - Assign the user to a third-party organisation or department.
J - Link CPD plans to user for the Develop module
Read this article if you wish to archive a user.
Add a user
A - Click add a user. Complete the record and click Update. Once updated the user will receive an email to invite them into the software.
B - Don't forget to allocate access to the products by using the enable/disable buttons
C - Upgrade user to Admin privileges
D - Make the user an client owner. Note: Third-party organisations should now be allocated Client owner unless you want them to access names of all users listed on the estate page
E - Allow the user to become an editor of the Quality Calendar.
F - Allow user to become a Develop auditor (allows access for a non admin to view all Develop activity)
G - Allow user to become and editor of the KPI tool
H - Disable/enable to provide access to your software
I - Assign the user to a third-party organisation or department.
J - Link CPD plans to user for the Develop module
Read this article if you wish to archive a user.
Updated on: 03/02/2023
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