HOW TO: Manage Users and Permissions

Access the User Menu

Administrators can add users, allow admin privileges, edit user profiles, and delete users from the User menu.
Select the “Admin” menu, or Gear icon, from the left-hand collapsible Menu.
Select “Users” from the sub-menu on the left side of the screen to open the Users menu.

The User Menu, accessed by selecting “Admin” (noted with the Gear icon) from the collapsible main menu.

Add a User

Select the “+” Icon from the top right corner of the screen, to the right of the search bar. The New User Profile window will appear.
Enter in the New User’s information: First Name, Last Name, and Email address.
Check the “Is Administrator” box to allow Admin privileges, or leave it unchecked to disallow.
To allow a user to access a Database, see How To Manage Databases

New User Profile window example

Edit a User

Select the pencil icon that is line with the user’s name and details, on the far right of the screen. The Edit User Profile window will appear.
Change the desired information in the user’s profile.
Select “Save” to close the window and apply the changes.
To edit a user’s access to a Database, see How To Manage Databases

Edit User Profile Window Example

Delete a User

Select the trash bin icon that is line with the user’s name and details, on the far right of the screen.
A confirmation window will appear with the following message, “Are you sure you want to delete Nicole Mater’s user profile? This action cannot be undone. Proceed with caution.”
Select “Delete” to permanently delete the user.

Delete User Window Example

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