The User and Roles page is where administrators can manage users for the Web Office Admin and assign which areas they will be permitted to view and edit.

What We’ll Cover

• Finding the Page
• Adding a New User
  • Assigning a Role to a User
  • Editing and Deleting a User
• Creating a New Role

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Finding the Page

In Web Office Admin, navigate to: Administration > Users and Roles.

[CLIENTID].admin.directscale.com/#/Users

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Adding a New User

To add a user to the Web Office Admin, the added employee simply needs to log in with the credentials you just created in Corporate Office.

This employee will be automatically added to the Users and Role page under the USERS tab, where they will automatically be assigned the Standard User role; by default, this role doesn’t have any permissions enabled.

Important: The new user created in Corporate Office will not appear with the Web Office Admin until they log in with their credentials.

You can use the Filter Bar to narrow the Users List down by selecting a Role from the dropdown or by searching for the user with the Search Bar.

Once a user is located, Administrators can manage their permissions and move them to different roles.

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Assigning a Role to a User

1. On the Admin Users (Users and Roles) page, under the USERS tab, hover your mouse over the user to whom you want to assign a role and click the Edit icon.

   The Edit User pop-up window opens.

   

2. In the pop-up, click the Role dropdown and select the appropriate role for the user.

   Make any additional modifications, if necessary.

3. Click SAVE. The pop-up closes and a success dialog box displays if the modification was successful.

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Editing and Deleting a User

To edit a user, hover over the user’s entry under the Users tab and click the icon. The Edit User pop-up window will open where you can edit the user’s Role, First and Last Name, and Username.

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To remove a user, click the DELETE button.

This button deletes a user from the User List, this will not remove them from the Corporate Office. To remove their access to all systems, you must delete them in the Corporate Office.

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Creating a New Role

Administrators can create roles within the Web Office Admin and manage user permissions to use or view certain tools. These roles can then be assigned to individual users.

1. Click the Roles tab.

   

2. Click the Add Role button on the bottom of the section. The Add Role pop-up window opens.

3. Give the role a name in the Role field.

4. Add a description of the role in the Description field.

5. Select which permissions will apply to the role.

   

   All the available admin pages are listed.

   Note: Selecting View will allow the user to view the page, but not the ability to edit and selecting Edit will give the user access to view and edit the page.

6. When all configurations are complete, click SAVE.

The new role will now show on the Role tab and can be assigned to users.