Users Settings
July 15, 2020Overview
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
- Go to Settings
- Click User Tab
- Click on
icon next to “Create New User”
- Select User Type
- Enter First Name
- Enter Last Name
- Enter Phone Number
- Enter Email
- Create a User Name
- Create a Password
- Verify Password
- Click
The User will use then be able to use their User Name and password to login to ClientTether.
Logging in as a User
- Go to Settings
- Click User Tab
- Click on
Icon next to the user you would like to login as
- Confirm you want to login as that user
Editing User
- Go to Settings
- Click User Tab
- Click on
Icon
- Make Desired Changes
- If you update password please click
- All other changes will automatically change when you exit out.
Deleting User
- Go to Settings
- Click User Tab
- Click on
Icon
- Confirm you want to delete User