Edit an existing user to add or remove roles, adjust site limits (if you have more than one site) and change their email address. You can also request a password change, this will send the user an email and ask them to update their password.
VisTab Users cannot be deleted since they can have access to more than one client, however you can remove them from having access to your client.
Jump to:
Site Limits
Roles
Remove Access
Go to Admin > Users (Direct Link > https://app.vistab.co.nz/#/admin/user)
- Select Remove Access
- Confirm with OK
Re-activate User
To do this, please send a new invite using this guide > How do I give someone access to the Web Portal?
Edit Site Limits
This only applies if your client is setup with more than one site.
A user can be configured to have access to either all or only a limited number of sites.
This will affect their ability to see people, users and reports belonging to other sites.
Turn On Site Limits
Go to Admin > Users (Direct Link > https://app.vistab.co.nz/#/admin/user)
- Select Edit
- Turn On Slider Site Limited
- Select Sites from Dropdown
- Hit Save
Turn Off Site Limits
Go to Admin > Users (Direct Link > https://app.vistab.co.nz/#/admin/user)
- Select Edit
- Turn Off Slider Site Limited
- Hit Save
Edit Roles
Roles determine the privileges of a user, view an overview of all roles here > Roles & Site Limits
The role of Client Admin implies the role of Report Viewer, this allows you to add users that can only view reports.
Add Role
Go to Admin > Users (Direct Link > https://app.vistab.co.nz/#/admin/user)
- Select Edit
- Select Roles from Dropdown
- Hit Save
Remove Role
Go to Admin > Users (Direct Link > https://app.vistab.co.nz/#/admin/user)
- Select Edit
- Hit the X next to the Role you want to remove
- Select Save