How to Add Users

• First Name and Last Name
• Email (used for identification and communication)
• Role (User / Manager / Admin)

• Assign the least-privileged role needed (you can update roles later).

1. Go to Users from the left side panel.
2. Click Add User.

1. Enter First Name.
2. Enter Last Name.
3. Enter Email.
4. Select a Role (User / Manager / Admin).
5. Click Add User to save.

1. Open the Users list.
2. Find the user row you want to update.
3. Click the row 3-dot menu.
4. Select Edit.
5. Update the fields you need.
6. Click Update User.

• First Name, Last Name
• Email (may be locked depending on your system rules)
• Phone (optional)
• Status (Active / Inactive)
• Role (User / Manager / Admin)
• Avatar (if enabled)

User roles control permission levels within the system. Higher roles have broader access to manage records and system activity.

• Admin – Highest permission level. Admins can add, edit, and delete records across the system and manage user access.
• Manager – Second highest permission level. Managers can add and edit records and help coordinate operational workflows.
• User – Standard role used for day-to-day work. Users perform actions assigned to them and can add notes and files related to their tasks.
• Guest – View-only access to records that have been shared with them.
• Tester – External participant who does not take up a user seat. Testers receive assigned tasks and can perform actions based on the access granted to the record.

Regardless of role, users maintain ownership of the records they create. This means a user who adds a record can manage their own entry, while higher-permission roles maintain oversight.

• If a User creates a record (such as a note or file), they can edit or delete their own entry.
• Managers can edit records created by users.
• Admins can add, edit, or delete records across the entire system.

• Active – The user is enabled and can participate in workflows, receive assignments, and access the system.
• Inactive – The user is disabled and cannot access the system. Use this instead of deleting a user when you want to preserve history and activity records.

• Edit Profile Details to confirm the user’s name, phone number, and avatar.
• Adjust Notification Preferences to control how the user receives email or in-app alerts.
• Update the user’s Password if needed.
• Add or assign Tasks so the user can begin participating in workflows.
• Attach Files related to the user when documentation or reference material is needed.
• Review Activity to see actions and updates associated with the user.

• Encourage users to upload an avatar so team members can quickly recognize who is assigned to work.
• Use notification settings to balance immediate alerts with less frequent summaries.
• Review activity history when troubleshooting workflow questions or tracking user actions.