Team

Modified on Tue, 30 May, 2023 at 10:34 AM

Overview

This section enables you to add / remove users, and set permissions as to what they can do in the platform.

Users

Users are anyone that needs access to the portal. They will be shown in logs and reporting.

To create a new user, simply go to SETUP > Team > Users and press "Add user".

Then just fill in the required information and working hours.

Roles

Roles are permissions that can be applied to users. You can create as many roles as you need, and just assign them to the required users. It means that you can quickly assign permissions to users, by associating them with a role.

Create a role

Go to Team > Roles
Click Add role
Check the permissions you would like enabled
Press save

Update a role

Go to Team > Roles
Click on an existing role
Update the name / permissions
Press save

Important

Updating a role will affect all active users assigned to this role.

Delete a role

Go to Team > Roles
Click on an existing role
Click Delete
Press OK

Tips and tricks

You cannot delete roles that are already assigned to users. Please assign the users to other roles, then click delete.

Locations

This section is designed for businesses with multiple locations. Locations can be assigned to users and customers to assist in reporting.

What locations do

Locations can be assigned to customers for enhanced reporting and comms
Locations are auto-assigned to customers based on the user location
The location details of the logged in user will show on the bottom of the water test report
Emailed water test reports will be sent from the location email, rather than the business email

Create a location

Click Add location
Enter the location details
Assign users to location