If you are an Administrator, you can manage the system users and permit access to Admins areas.

What We’ll Cover

• Finding the Page
• Adding a New User
• Assigning a Role to a User
• 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

1. Create the user in Corporate Office.
2. Provide the credentials to the user.
3. The new user must log in with the credentials to Web Office Admin.

The system assigns the user the Standard User Role. By default, this Role does not have any permissions enabled.

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

Once you locate a user, you can manage their permission or assign them a new Role.

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Assigning a Role to a User

1. Select the USERS tab.

2. Click the Edit icon next to the user you want to assign a Role.

   

   The Edit User pop-up window opens.

   

3. Select the appropriate Role for the user.

   You may need to create a new Role first.

4. Enter the user’s First and Last Name.

   Important: The configuration won’t save unless you enter the First and Last Name.

5. Modify the Username if necessary.

6. Click SAVE.

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Deleting a User

To remove a user, click the DELETE button.

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 and manage user permissions to use or view certain tools. You can assign Roles to individual users.

1. Click the ROLES tab.

   

2. Click the Add Role button.

   The Add Role pop-up window opens.

3. Give the Role a name.

4. Add a Description.

5. Select which Permissions will apply to the Role.

   

   All the available Admin pages are listed.

   • Selecting View will allow the user to view the page but not edit it.
   • Selecting Edit will give the user access to view and edit the page.

6. When all configurations are complete, click SAVE.

The new Role shows on the Role tab and can be assigned to users.