Users can be managed under the Users tab of the admin settings area. To navigate to admin settings, simply click your name in the upper right corner and click the admin option. Click the users option on the left side and you will be presented with a list of users in the system. At a glance you will see the name, number, email and permission level of the user. User's can be added via the add new button beside the search bar and a user can be edited by clicking the 3 dots on the right side of a user.
When adding a user, the add user window will appear. Simply add the basic information for the user such as first name, last name, phone, email, and director or embalmer number. Once you have this information entered click the save button to add the user to the user list.
Once a user is added, additional permissions and settings can be configured for the user by clicking the 3 dots and entering the edit user page.
On the overview tab, basic information of the user can be edited along with assigning roles or re-sending a set up password to the user.
The permissions tab will display the users permission level along with a slider to change their permission group and various checkboxes to enable or disable certain permission settings for the user.
Under the permissions slider, the name of the permission group will be displayed along with a brief summary of what this permission level allows the user to access and common titles found under this permission group.
Under the location access tab, locations can be removed or added for the user. To add a location for the user to have access to, simply click the enable locations button. The enable locations window will appear where you can search a location to select and click enable location. To remove a user's access to a location, simply click remove access beside the location under the location list.
Under the feature configuration tab, various settings are available to be toggled that gives access to view various components of the system for the user.
The dashboard configuration tab will allow the widgets that display on the dashboard page to be customized for the user.
User Settings
Users have access to edit certain information on their account themselves. The user setting area can be accessed by clicking your name in the upper right corner of the screen and selecting user settings.
Under the info tab of the user settings, a user can edit basic account information such as email, phone, license numbers, country, state and also have the option to upload a photo.
The calendar export tab provides an option to generate an export of the system calendar, either for all events or just events assigned to the user. This option can be toggled via the events to sync drop down. The calendar export link can then be generated via the generate new calendar url link.
The update password tab will allow the user to create a new updated password to access their account. Simply enter the new password, confirm the same password and click save password at the bottom.
The digital signature tab will allow the user to save a signature to their account. This signature can be applied through the system to any documentation that requires a signature from the staff member. The box can be clicked into to create a signature, simply click and hold the mouse button down and drag the mouse in the box to trace out your signature. Once the signature is complete click save to save it to the system. If you need to start over with your signature, simply click the reset button to empty the signature box.
Groups
Users can be grouped together using the groups feature. In the admin settings area, there is a tab called groups where you can view and edit any existing groups in the system.
Under the groups tab, new groups can be added by clicking the add new button. All that is needed to add a group is the group name and then you can click the save button to save the group.
Existing groups can be deleted or edited in the list via the links on the right side. When editing a group, name of the group will be displayed along with an option to add a user to the group. Below this section a list of users who are added to the group will be displayed.
There is a small red x on the right side of a user in the group list that allows you to remove the user from the list if needed.
