User accounts need to be updated for various reasons. This article explains how to edit a user account to add/manage access to facilities.
Step 1: Navigate to Global Settings > Users.
Step 2: Search for a user by typing in their last name (1), first name (2), username (3), or group (4).
Step 3: Double click on the user you wish to edit. This will open a modal with their user profile.
Step 4: Click on the magnifying glass under 'Facilities' to edit. The list will turn into a dropdown menu.
Step 5: Click on the dropdown menu to open it up. At the top of the list 'All in Group' may be selected. However, if new facilities have been added to the list since the user account was last provisioned, these facilities will not be automatically added to the user. Here are three different ways to add facilities:
Step 5a: To select all facilities in the group, just deselect the 'All in Group' check box and then reselect it. Once you are finished, click outside of the dropdown menu to collapse it. Set your default facility, aka the facility that the staff works at the most frequently, and click 'Save'.
Step 5b: To search for a facility by name, type the name into the search bar that appears at the top of the dropdown. If a search bar does not immediately appear, click on the magnifying lens at the top of the dropdown. Once you are finished, click outside of the dropdown menu to collapse it. Select a default entity, aka the one the user works at the most frequently, and click 'Save'.
Step 5c: Place your cursor within the dropdown and scroll until you find the one you are looking for. Once you are finished, click outside of the dropdown menu to collapse it. Select a default entity, aka the one the user works at the most, and click 'Save'.