Add an Access Level for an Individual

To add an access level for an individual user, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to add an access level for a user from the Active Tab.

You can also update multiple users’ access levels via the Import Tab on the Accounts Page. When doing so, make sure to separate each access level with a semicolon. WIKI LINK: HOW TO BULK IMPORT ACCOUNT INFORMATION

Adding an Access Level Using the Add User Access Level Quick Link

To add an access level using the add user access level quick link, go to the Active Tab on the Accounts Page.

“Add User Access Level” opening the Add Access Level Modal.

Select the individual user from the list provided on the dropdown menu.

Select the Access Level you would like to add to the user’s account.

Select the “Save” button to save the changes within the system or click “Cancel” to return to the Active Tab on the Accounts Page.

A second way to edit a user’s access levels is from the Active Accounts Table (if the Access Level column is included on the Active Accounts Table, which can be customized).

The modal will display two columns: Selected Access Levels (what has been assigned to the user) and Available Access Levels (what can still be assigned). Drag and drop the designations as desired or click an item to move it from its current column to the other.

Select the “Save Access Levels” button at the bottom of the modal to save the changes or click “Cancel” to return to the Active Accounts Tab on the Accounts Page.

Adding an Access Level by Editing a User's Account Information

To add an access level by editing a user’s account information, go to the Active Tab of the Accounts Page. Select the three dots (…) icon in the Name column opening the context menu for the specific user, and select “Edit Account Info”. Click “Add/Edit Access Level(s)” in the Access Levels Field.

The Select Access Levels Modal will display the two-column drag-and-drop tool.

Adding an Access Level from the Active Accounts Table

Adding an access level from the active accounts table is only possible if the access level column shows on the active accounts table, which is included by default. If the column is not visible, it can be added through the Site Settings Module. WIKI LINK HOW TO: EDIT THE ACCOUNTS MODULE ACTIVE ACCOUNTS TABLE

To add an access level from the Active Accounts Table, go to the Active Tab on the Accounts Page.

Select the pencil icon to the right of the access level in the Access Levels Column. This opens the Select Access Levels Modal.

The modal will display two columns: Selected Access Levels (what has been assigned to the user) and Available Access Levels (what can still be assigned). Drag and drop the designations as desired or click an item to move it from its current column to the other.

Select the “Save Access Levels” button at the bottom of the modal to save the changes or click “Cancel” to return to the Active Accounts Tab on the Accounts Page.