Add a New User

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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.
5.Save the record.
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.