Knowledge Base

Provides access to the platform for Admin/Schedulers, Interpreters, and Clients. 

Essentially, this is the first place to review when users indicate they do not have accurate permissions.  Authorized users can only grant access at their level and below.

1.      Select the Add New (+) from bottom right

2.      Select Authority type (Admin, Client, Interpreter)

3.      Complete required information

NOTE:  Email address is utilized as the username for login credentials; therefore, must be unique.

1.      User Info

a.     Link To refers to the account(s) the user should have access to.  Selecting a parent account will provide access to all child accounts associated.  Selecting individual child accounts will restrict the user to the selected accounts.

b.      Client is an Interpreter refers to          interpreters who have been given Client user access to allow them to submit jobs for specific clients (optional feature).

2.      Access provides authorization to user’s associated account(s) indicated within the Link To field

a.       Can maintain users allows user to add/remove users or adjust permissions.

b.      Can view invoices allows users to review invoices.

c.       Can edit jobs allows user to edit existing jobs.

d.      Can add jobs allows user to add new jobs.

e.       Chat enabled allows Client user to chat with Scheduling Admin.

3.      Password requirements are indicated within the Maintain Company settings

a.       Change password allows the Admin to manually enter a new password.

b.      Reset password on next Login allows user to reset their password upon their next login following a manual reset by the Admin.

c.       Enable Multi-factor Authentication allows user to be required to have MFA. 

d.      Reset Multi-factor Authentication on next Login allows user to reset their MFA upon their next login following a manual reset by the Admin.

4.      Notes are visible to all Admin who have access to the Maintain User grid.