The Users screen in Recordbase allows you to manage user accounts and permissions.
You can perform various tasks to control user access, roles, and activity monitoring. Here’s a summary of the actions you can take within this screen:
Key Features:
- Search for users: Easily locate user accounts within the system.
- Create new user accounts: Add new staff members to Recordbase.
- Disable user accounts: Remove access for users who no longer require it.
- View the last login: Track when a user last logged into Recordbase.
- Assign roles: Define user roles to grant permissions for accessing and managing client data.
- User activity audit: Monitor a high-level user activity audit, including the date and type of data accessed.
- Team access management: Control which teams a user can access, based on client referrals.
- Blacklist: Prevent a user from accessing certain client records, even if they have access to the client’s team.
- Whitelist: Grant access to individual clients outside of a user's assigned teams.
- Elite reports access: Enable users to view Elite reports and perform reporting analysis.
- Reporting lines: Set up reporting lines so managers can oversee their team's tasks and activities via the Reports to function.
These tools provide flexibility and control over user permissions, helping you manage access securely and efficiently.