Training Manager users are managed on the main Personnel page. A user can be assigned any of the following permissions:
• | Viewer: Can view all areas of the database but cannot make any changes to the data. |
• | Data Administrator: Can view and edit all areas of the database except user permissions and company settings. |
• | System Administrator: Can view and edit all areas of the database including user permissions and company settings. |
To set up a new user:
1. | Locate the personnel record for the user, or create a new one if needed. |
2. | Set their "Email Address" on the General tab. |
3. | Assign a Login Name and set a Password if desired on the personnel details page - Account tab for this user. |
4. | Select a Role ("Viewer", "Data Administrator", or "System Administrator") in the System Role field. |
6. | Send a link to the user, and inform them of their Login Name and Password, or instruct them to use the "Forgot Password" link to reset their password. |
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