Forgot Username and Password
Forgot Username If at any point a user has forgotten their username, they can follow these steps to have it sent to them via email. 1. Click on the link to open the “Forgot Username” window. 2. Type in a working email address associated with the user’s account. 3. A pop-up window will appear saying, […]
User Roles
There are three different types of user roles: Basic User role Scorer role Gold Standard Rater role  User The User is the most common role used within the Enterprise Account. Users have access to the Clients that have been associated to them and can collaborate with other Users associated with the Client’s or Login Client’s […]
Client Roles
There are two types of roles available for a client: Login Client role Client role Login Client and Client roles don’t use a paid seat Login Client The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role. The other roles that also […]
Adding a Role to a User
At any point in time, an Admin or a Group System Admin has the option of adding another role to an existing user. Doing this will allow users access to new information and gain permissions that they did not have before. Admins have the ability to add roles to Admins, Group System Admins, Group Admins, and Users. Group […]
Changing a Role of a User
At any point in time, an Admin or a Group System Admin has the option of changing a role of a user. Admins have the ability to change a user from any role to any new role. Group System Admins may change a user in their system to any role other than Admin. — To […]