Users are the people who have access to your organization's information in HCR 3.0. By clicking on the Users tab, the list of users will be displayed.
Add a user
To add a user, simply click on +add.
Note: Adding new users is permission based.
Select the following information:
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
If the email address is registered in the profile of a member in the system, it will ask you if it is the right member to link.
Click on Confirm if it is the right member, if not click on Back
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.
Click on Confirm
The user will receive an email with a temporary password to log in to HCR 3.0. This will allow them to confirm their account and settings.
The temporary password will only be valid for 7 days.
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 date restrictions
Last login: this is the date and time of the user's last login
Delete a user
To delete a user, click on Action and then on Delete.
Additional Roles
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 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
