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.

 

New User Setup

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.

TIP:  It is recommended to select “Reset Password on next Login” for all new users.

 

Admin Users

1.     User Info

a.     Permissions Like allows user’s access to replicate another user, which can then be adjusted as needed.

b.     Is Scheduler, if checked, indicates the admin is not allowed to see any financial information, including entries in the Actuals tab.

c.     Can add Activities; if checked, Scheduler can add activities without seeing financial information. This feature requires Maintain Activities to be enabled.

2.     Menu Access allows Admin users access to restricted menu options.

a.     Dashboard: Statistics of utilization

b.    Databases: Clients, Interpreters, & Consumers

c.     Financials: Bulk approvals, Invoicing, & Pay Interpreters

d.     Administration: Maintain menu

e.     Reports: Admin, Scheduling, Financial, Billing, & Custom reports

f.      Widget Form: Intranet request form 


NOTE:
This option is only available if “Is Scheduler” is not checked.
Each user can be granted restricted access to each category by clicking the Visible and Enabled options:

 

Click RED to disable

Click GREEN to enable

 

Visible: User can see, but not have access

Enabled: User can see with full access


 

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

a.     Can edit scheduler notes allows user to edit scheduler notes within existing jobs.

b.     Chat enabled allows broadcast msg with interpreters, admins, & clients.

c.     Maintain Menu Access allows user access to Maintain Menu Access (mandates MFA). This option is only available if “Is Scheduler” is not checked.

4.     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.  Note, the MFA remains enabled for all Admin users who can maintain menu access for security purposes.

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.

5.     Filter (Dashboard Filter)

a.     Only display jobs entered by this user restricts user to access to jobs created by their self.

b.     Languages for Dashboard Filter restricts user to languages indicated.  Leave blank to grant full access for all languages.

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