Overview
Each user who needs to access AGR must be set up within the Users tab of User Management.
Add
To add a new user,
Click the settings button (the gear icon)
Select User Management
Click on the + sign on the toolbar.
A popup box will appear.
Enter the user's email address.
Select a role from the dropdown list.
Click Save.
The user will receive an email with a link to activate their account.
Roles
A user can be assigned more than one role.
Edit
A user's name, email, role, and password can be changed. To do this,
highlight the user to be edited and
click on the edit pen.
A popup box will appear.
Make the required edits.
Click Save.
Delete
Users can be deleted to prevent access to AGR. Highlight the user to be deleted and click on the trash icon in the toolbar.
Please note:
All reports created by a user will be deleted when the user is deleted. Change the owner of any reports that should not be deleted before deleting the user.
Access Groups
Access groups can be created by AGR consultants. Once created, the group's access can be limited to specific data in the AGR system.