Users

Elissa Toder

Modified on: Fri, 7 Jan, 2022 at 3:35 PM

Here you can view and manage all Users in your Service Organization.

TABLE OF CONTENTS

User Management

Stats: These stats act as quick filters to display all Active Users, Admins, Employee, Leads or Managers
Table: These are all the Users in your Service Organization. The User table contains the following information: Login Name, First Name, Last Name, Email, Phone Number, Status, Role, Last Login Date. All fields can be filtered. Information can be exported.
Access User: Click Login Name to access
Bulk Manage Users: Click here to Bulk Add, Update, Deactivate or Reactivate Users
Add User: Click here to Add a New User

1. Click Add New User
2. Under the Information tab, enter the required fields: First Name, Last Name, Email, and Login Name 3. Optionally enter: Address 1, Address 2, City, State, Postal Code, Phone, Primary 4. Optionally, uncheck Organization User if you would like to identify that User as being outside of your Service Organization
5. Next, click the Project Setup Tab
6. Expand the caret for a more granular view 7. Select which projects to assign. You can assign individual projects, by Group, or Select all.
8. Next, click the Role Setup Tab
9. Select Role Type: Admin, Lead, Manager, or Employee 10. Select Primary Permission 11. Select Additional Permissions
12. To setup Measure specialty, click the Specialty Setup Tab
13. Select 1 or all Measures 14. Click Create User

1. Click Bulk Manage Users
2. Select Upload Type: Add New Users 3. Download the New User Template
4. To upload, click Browse 5. Select file from local computer
6. Click Import
7. If Validation Passed, click Upload Users
8. If Validation Failed, click Download Validation Issues 9. Repeat steps until Validation Passes

1. Click the 3-dot action button to the right of the table 2. Select Deactivate User
3. When prompted, confirm that you will be removing their access from Reveleer 4. To finalize, click Yes 5. To cancel, click Cancel

1. Click Bulk Manage Users
2. Select Upload Type: Update Users 3. Download the Update Users Template 4. Change Status to Inactive
5. To upload, click Browse 6. Select file from local computer
7. Click Import
8. If Validation Passed, click Upload Users
9. If Validation Failed, click Download Validation Issues 10. Repeat steps until Validation Passes

1. Click the 3-dot action button to the right of the table 2. Select Reactivate User
3. When prompted, confirm that you will be allowing them access to Reveleer 4. To finalize, click Yes 5. To cancel, click Cancel

1. Click Bulk Manage Users
2. Select Upload Type: Update Users 3. Download the Update Users Template 4. Change Status to Active
5. To upload, click Browse 6. Select file from local computer
7. Click Import
8. If Validation Passed, click Upload Users
9. If Validation Failed, click Download Validation Issues 10. Repeat steps until Validation Passes

1. Locate User on table

2. Click Login Name

3. Edit desired settings

4. To finalize, click Save User

5. To Cancel, click Cancel

Graphical user interface, text, application, email

Description automatically generated

Graphical user interface, application, Word

Description automatically generated

1. Click Bulk Manage Users
2. Select Upload Type: Update Users 3. Download the Update Users Template 4. Update File
5. To upload, click Browse 6. Select file from local computer
7. Click Import
8. If Validation Passed, click Upload Users
9. If Validation Failed, click Download Validation Issues 10. Repeat steps until Validation Passes