User Management
The User Management Page provides a streamlined interface for Client Administrators to efficiently manage user profiles, roles, and permissions across the organization.
- Details: Contains all user-specific information, including:
- General Information
- Emergency Contacts
- Additional Information
- Attachments
- Groups and Roles: This section allows you to add users to groups and assign admin roles.
- Region Selection (Feature-Dependent): If the Regions feature is enabled in your portal, you’ll see an option to select regions for the user here as well.
- Region Selection (Feature-Dependent): If the Regions feature is enabled in your portal, you’ll see an option to select regions for the user here as well.
- Settings:
- Change Password
- Notification Preferences
- Organizations:
- If you are a Client Administrator in more than one portal, you will have an extra tab called Organizations where you can manage your users across portals.
- If you are a Client Administrator in more than one portal, you will have an extra tab called Organizations where you can manage your users across portals.
- Change Log was moved to a dropdown.
- To access a user's Change Log, click the More dropdown and select Change Log. This keeps the interface cleaner while still providing easy access.
- To access a user's Change Log, click the More dropdown and select Change Log. This keeps the interface cleaner while still providing easy access.
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