You can add, edit, and remove users all from the Users page, found via the gear menu.
Adding users
On the Users page, you can create new users by clicking the green "Create User" button.
From there, you'll see different fields to complete (see below).
The first half of the page is basic information for the user - name, username, email address, and password. The second half of the page is where you select permissions for the user. Click here to read more about what each permission allows.
Clicking "Create new account" will trigger two things:
- The user's account will be created.
- The user will receive an email (to the address listed on the new account) with their newly created login information.
Editing user's information / permissions
To edit a user's existing information OR their existing permissions, navigate to the Users page via the gear menu icon, find the user on the user list, and click their username to go into their profile.
From there, you'll see two tabs - View and Edit. The View tab gives you a basic overview of the user's info and their permissions. The Edit tab is where you can edit all of these details. Be sure to click "Save" when you're finished editing.
Field Services
There are separate permissions for users in the Field Services Module. Please take a look at this section of the Field Services Guide here: User Permissions & Notifications (once a user has the Field Services Access permission in Shelterluv, then you can give them specific Field Services permissions within the Field Services Module).
Removing users
To remove a user, navigate to the Users page via the gear menu, find the user in the user list, and click on their username to get into their profile. Once you're into their profile, click the Edit tab. On the Edit Profile page, scroll all the way to the bottom to find the User Status section. Simply click "Disable Account" and then the "Save" button. Once saved, this user will no longer be able to sign into their Shelterluv account.
