Users and Roles

Maintain staff accounts and the roles that control which screens and actions each person can use.

Choose the task you need below. The actions available in the application depend on your access and the record’s current status.

User Management

• Add a staff user
• Update a staff user
• Activate or inactivate a staff user
• Archive a staff user
• Find and export staff users

Role Management

• Create an access role
• Change an access role
• Remove a role from staff access
• Review and export role permissions