Managing User Accounts

This guide outlines key features for managing user accounts including:

• ➕ Adding a User Role
• ➖ Removing a User Role
• Changing Provider and Site Permissions
• Deactivating a User Account
• ✅ Reactivating a User Account

⚠️ Note: The options available depend on your user role. This guide uses the Project Admin role for full access.

➕ Add a New User Role

Log in with your Project Admin role.

If already logged in, select Project Admin from the User Role dropdown.

1. Expand the Project Admin menu and click User List.
2. Enter the user’s name and click Search.

   Tip: Leave the name field blank to view all active users.

3. Click the user account you want to update.
4. Select the new User Role and click Add New Role.
5. If applicable, tick boxes to assign Provider or Site permissions.
6. Click Save.

Changes take effect the next time the user logs in.

➖ Remove a User Role

1. Follow steps 1–4 from the Add a New User Role section.
2. Click the delete icon next to the role you want to remove.

⚠️ A user must have at least one active role assigned.

Change Provider and Site Permissions

1. Follow steps 1–4 from the Add a New User Role section.
2. Scroll to the bottom of the user account screen.
3. Adjust permissions by ticking or unticking the relevant boxes.

Follow steps 1–4 from the Add a New User Role section.

        4. Click Delete in the bottom-left corner.

⚠️ This action deactivates the account (does not delete it).
Only accounts with lower permissions than yours can be deactivated.

✅ Reactivate a User Account

1. Follow steps 1–2 from the Add a New User Role section.
2. Change the Active Users filter to:
   • No – shows only deactivated accounts
   • Both – shows active and deactivated accounts
3. Enter the user’s name and click Search.
4. Click the account you want to reactivate.
5. Click Enable in the bottom-left corner.