How to manage a user and edit permissions

How to manage a user and edit permissions

Overview

This article is being updated.  Please stay tuned.   

In this article, we will review:
  1. Password settings and other actions
  2. Roles
  3. Permissions
  4. How to find these settings

Where are user's managed?

Administrators can add, delete, edit, and manage users for their accounts via the Account Portal.  


1.  Once logged in, click Manage Account.
2.  From the Account Portal, click Users.

Passwords & Permissions

Click the gear icon to manage a user. 

Edit User: Change a user's role & permissions
Disable User: Blocks the user from logging in
Change Password: Displays a temporary password.  After using the temporary password, the user must create a permanent password.  
Reset Password: Emails the user instructions to reset their password.  Use this if a user has never logged in and needs an invitation resent.  
Delete User: Deletes and removes the user from your account.

What are Permissions? 

Permissions are used to grant or deny access to specific areas or functions in the software.  Hover your mouse over the Permissions.  Help text and guidance appears over each permission.  

You can also add and remove accounts (databases).  

What are Roles?

Roles help administrators organize staff members.

Administrator: They are the owners of the account and always have full permissions.  They...
  1. Oversee the account's financial security. 
    1. Including user permission to change financial settings.
  2. Oversee the account's software users and permissions.  
    1. Including adding and deleting users.  
    2. Including resetting, changing, deleting, or expiring passwords.   
Other Roles
Facility Manager
Attendant
Kiosk
Observer

What is a Facility Manager role? 

We recommend adding users to this role that manage the day to day operations.  They are higher ups in charge.  They may include property managers, board members, administration staff, community support staff, application processors, lifeguard managers, and pool company users.  You can add and subtract permissions as needed for the specific user. 

What is an Attendant role? 

We recommend adding users to this role that work onsite at the facility.  They are the second tier that typically have limited access.  They may include front desk attendants, lifeguards, concession workers, generic pool management company users, or generic substitute login users.  You can add and subtract permissions as needed for the specific user.  

What is a Kiosk role? 

This is a special role/permission with only one permission, CHECK IN.  Only Check-in operations can be performed, and the role cannot look up other Memberships or Members.  It is appropriate for facilities that are using self check-in. 

What is an Observer role? 

This is a special role/permission with only one permission, VIEW DATABASE.  Observers cannot change any information or perform check-in.  It is appropriate for anyone who needs visibility into how the facility is operating (such as statistics).  An example may be a board member.