How do I manage accounts for team members in the Facility Module?

This article outlines the process for creating, editing, and deleting user accounts in the Facility Module.

Creating a New User Account

From the side menu on the left, click on the Facility Management section then select the option for Users.

Click Add User in the top right to open the form shown below:

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.

Finally, 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

From the side menu on the left, click on the Facility Management section then select the option for Users.

From the Users screen, you will have the option to delete or edit accounts.