Sync Users and Establish Roles |
Step 1: Go to Settings in Assist
From ASSIST, click the user initials on the bottom left. Click “Go to settings” to open the admin settings
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Step 2: Go to Users within Settings
Click the “Users” button on the left sidebar, which will show all users that are recognized in Assist.
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(Optional) Step 3: If this table is missing users who need to have access to Assist, click the “Sync Users” button on the top right
Users can be synced with CommsCoach if there are new users, removed users, or users who had name changes. This can be done at any time, and it will take the most recent list from CommsCoach.
Note: this may take a couple of minutes. Once you have pressed sync, wait a few minutes and refresh before trying to sync again.
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Step 4: Edit user roles
To update the role of a particular user, click the pencil icon on the far right.
From there, admins can select a role from the dropdown. Each role has a set list of permissions:
Once completed, save the role for that user with the green save disk icon
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