Assigning roles to new user accounts

Before a volunteer can use Machete to take orders, the volunteer must create an account and a manager must assign the following roles to the account:

  • user
  • phonedesk

To assign roles, the manager goes to http://machete/account

The page shows a list of user accounts. Click on Edit to change the role settings.

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  • Click on the check boxes next to PhoneDesk and User. The User role allows an account to see information.
  • Click Save. The user will now be able to see and change Employer, WorkOrder, and Assignment records.

Last edited Aug 15, 2011 at 5:02 PM by JCii, version 4

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