Providers are able to create new administrator profiles within the MyWaitlist system, as well as making edits to current accounts. To navigate to the User Management screen:
1. Select 'Settings'
2. Click 'Edit' next to your centre's listing
3. Click 'Users' at the left-hand side menu
New
4. To create a new administrator, select the 'Add' button to the top left of the screen.
5. Complete each field and then select 'Next'.
6. Manage which Area the user will have access to. The hierarchy of areas will be set when your account is initially setup Areas will have been set up when you first created an account.
To change your reporting hierarchy and areas, email support@mywaitlist.com.au
7. Providers can manage which 'Tabs' administrators have access to, whether Read-only, Full or No Access at all.
8. Click 'Save' when ready
Delete
4. To Delete and make changes to a user, providers will select the 'Edit' button, within the drop down, select 'Delete'.
Providers will be navigated to a page to confirm the action. Once ready, select 'Delete'.
Edit
Providers are able to make changes to administrators account.
Please note: Providers will not be able to edit centre access once a user is created with 'All Areas' access. Please email this request to support@mywaitlist.com.au to action.
4. Select 'Edit' next to the user.
5. Within this screen, providers can update the users permissions. Select 'Save' once completed to embed the updates in the system.
Change Password
4. A user can also change their default password anytime. Click on 'Edit' button.
5. Navigate to the 'Change Password' at the bottom of the page. Input the new password, confirm password and then select 'Change Password' at the bottom of the page to embed.
If you have further questions, email us at support@mywaitlist.zendesk.com
Comments
0 comments
Please sign in to leave a comment.