Video Tutorial on Updating an User's account
This video details updating user access for a member of your team. It includes how to change personal details, contact information, roles, permissions, and building access.
Steps involved in updating user access:
To begin, navigate to the settings icon on the bottom left of the screen.
Next, go to the team tab. Here you can see all of the users in your team and several details about them.
From this list, click on the user whose access you would like to update.
Now, click the edit profile icon in the top right. From here you can edit the user's personal details, as well as their role.
Admin’s have full access to all settings, including changing and commenting on work orders, editing profiles and members, and uploading invoices.
Facility Managers have full access to buildings they are invited to. They do not have the ability to add or delete users, but they typically have access to multiple buildings.
Store Managers have full access or view only access to buildings they are invited to. They also do not have the ability to add or delete users.
Additionally, you can update the users title or manipulate their permissions.
You can also restrict a user to view only access.
Finally, you can adjust which buildings the user has access to with the building option at the bottom of the tab.
Now, you are finished and can hit the update button. The new roles or any other updated information will be in full effect, but only with regards to buildings the user has access to.