Users Settings

July 15, 2020

Overview

You have three user levels withing ClientTether.

  • Account Owner (AO)
  • Admin User
  • Standard User

The AO can access all features except the call center.

Admin Users can access all features like the AO, and like the AO cannot utilize the Call Center.

Standard Users will be restricted in access to Action Plan editing, Client Deletion, and many Settings options. However, They do have access for to the Call Center Feature.

Topics

Creating Users

  1. Go to Settings
  2. Click User Tab
  3. Click on icon next to “Create New User”
  4. Select User Type
  5. Enter First Name
  6. Enter Last Name
  7. Enter Phone Number
  8. Enter Email
  9. Create a User Name
  10. Create a Password
  11. Verify Password
  12. Click

The User will use then be able to use their User Name and password to login to ClientTether.

Logging in as a User

  1. Go to Settings
  2. Click User Tab
  3. Click on Icon next to the user you would like to login as
  4. Confirm you want to login as that user

Editing User

  1. Go to Settings
  2. Click User Tab
  3. Click on Icon
  4. Make Desired Changes
  5. If you update password please click
  6. All other changes will automatically change when you exit out.

Deleting User

  1. Go to Settings
  2. Click User Tab
  3. Click on Icon
  4. Confirm you want to delete User