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
- Creating a New Role
Finding the Page
In Web Office Admin, navigate to: Administration > Users and Roles.
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.
Assigning a Role to a User
Step-by-step guide: How to Assign a Role to a User in Web Office Admin
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.
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.
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.
Under the ROLES tab, click + Add Role.
Step-by-step guide: How to Create a New Role in the Web Office Admin
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