Users are the people who have access to your organization's information in HCR 3.0. By clicking on the Users tab, the The list of users will be displayed by clicking on the Users tab.
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Add a user
To add a user, simply click on +add.
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Note: Adding new users is permission based. |
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Organization (required): If you have access to multiple organizations, select the organization
Role (required): Select the user's role
Email (required): Enter the user's email address
The user will have access to this role from - To (optional): You can add a start and end date to the role for a user requiring temporary access.
Then click on Verify Email.
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If the email address is registered in the profile of a member's profile in the system, it will ask you if it is the right member to link.
Click on Confirm if it is the right correct member, ; if not, click on Back.
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If no user is associated with this email address, the system will ask you to enter the first and last name to create the user and link him to the role and the selected organization.
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The temporary password will only be valid for 7 seven days.
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Editing a user
Click on the user's name, and a side panel will open on the right, you will be able to modify the following elements:
User's role: this is the role that has been attributed to the user
Status: this is the status of the active or inactive member
Dates restrictions: you can change the dates if the user had has date restrictions
Last loginLogin: this is the date and time of the user's last loginLogin
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Delete a user
To delete a user, click on Action and then on Delete.
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It is possible to assign additional roles to a user to give him access to certain additional functions that are not allowed with his primary role.
Just click Click on the user's name, and a side panel will open. Click on the blue pencil and choose the permissions and functions you wish to add to the user from the drop-down list.
Adding additional roles for a user is based on your roles and permissions.
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User - Generic email address
If you use a generic email address such as admin@ahm.com and the first and last name of the user of this email address change, you have two steps to modify this information.
Step 1 - Modification in HCR Organization
Remove the user using the generic address by following the steps described previously.
Add the new user to the generic email address as described previously.
Step 2 - Modifying Spordle My Account
Navigate to https://account.spordle.com/login, enter the generic email address, and click Login.
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Click on the forgotten password.
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Do not close your window, go to your mailbox to get the 6-digit verification code the system will send you. Enter the 6-digit code.
You must enter the 6-digit code in the box provided, create a new password, and confirm it. Once you have completed this information, click Submit.
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Note: If you do not receive the verification code, please contact our team at support@spordle.com. |
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Enter the new password you just created and click Login.
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Then click on the Settings menu in My Account and Edit to change the user's first and last names.
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Once you've changed your first and last names, click Save.
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The user's first and last name will be changed in Spordle My Account with this generic email address.
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