This article outlines the process for creating, editing, and deleting user accounts in the Facility Module.
Creating a New User Account
- Step 1: From the side menu on the left, click on the Facility Management section then select the option for Users. Click Add User.
- Step 2: Choose the appropriate role for the new user in the dropdown. Next, complete the rest of the fields and establish a password for the account.
Depending on the user's role, you may want to check the boxes for relevant reports under the Report Access section at the bottom of the form.
- Step 3: Lastly, click the Add User button to create the account.
After the account has been created, the new user will receive a welcome email with their credentials and instructions for logging into the system.
Editing or Deleting an Account
- Step 1: From the side menu on the left, click on the Facility Management section then select the option for Users.
- Step 2: On the right, and select the option to Delete or Edit accounts.
