User Administration (up to v8.9.0)

In This Section:

• Role and Permission Overview
• Creating and Managing User Accounts
• Managing the Organizational Hierarchy

In Users & Teams > Organization menu, you can add, edit and delete users and roles in the system.

The Users & Teams menu includes the following options:

• Organization: Add, edit and delete roles of the system at the various organizational levels. 
  • Tree Branch View - View the organizational tree (upper window), and create new service providers and new users (lower window). 
  • Service Provider - View service provider list (upper window), and create service provider companies, new teams, and new users, and view service provider details (lower window).
  • Company Management - View company list (upper window), and create new teams and new users and view company details (lower window).
  • Team Management - View team list (upper window), and add new users to the team and view team details (lower window).
  • User Management - Create new user (upper window), and manage account details (lower window).
• Confirm Users: Confirm users enrolled to the system at various authorization/organization levels.

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