This article provides information regarding managing user accounts, project team membership, stamps and email notifications. Select Security/Users to open the Users page.

Prerequisites:

1. Configure User Role Permissions.
2. Configure Groups for Permitting and Design Review Lists.
3. Upload Stamps.

A User record requires:

1. A User Role.
2. A unique email address and a password.
3. First and Last name.
4. User's who will conduct plan review:
   1. Must be associated to one or more Groups.
   2. Should be assigned Stamps.

In this article:

• Understanding User Roles
  • Creating a new user record

    • Request a new Account Feature

    • Copy as New User Option

    • Steps to creating a new user account

  • Managing user email notifications
• Inactive or Delete User Accounts
  • Notifying users of login privileges

Understanding User Roles

Each user must be given one user role described below. System-wide permissions are configured by user role.

Creating a new user record

Select Security/Users from the Navigation panel to open the User List. By default, active users will be displayed, in-active users will be hidden. 

Request a new Account Feature

When an individual submits a ‘Request a new Account’ request from the Login page, their user record is created with a temporary password, an inactive status and an empty user role.

To view these records in the User List:

• Toggle ‘Active’ to ‘Inactive’.
• Navigate to and open the user’s inactive record.
• Proceed to the Steps below.
• The new user will receive an email with login instructions when their account status has been switched from inactive to Active.

Copy as New User Option

To utilize this method, navigate to an existing record in the User List:

• Select the ellipsis icon on the right and choose ‘Copy As New User’.
• Proceed to the Steps below.

Manually adding a new User

Click the + icon at the bottom of the User List page.

Steps to creating a new user account

1. Complete the Profile tab. Fields denoted with an asterisk are required. Email addresses must be unique.
   1. Set ‘Login Access’ to Active to allow this user to login. 
2. If the user will be performing plan review:
   1. Upload an avatar for the user. If available, the avatar is displayed in the project comment forms. 
   2. Select the Groups tab and choose the group(s) this user will have belong to for plan reviews. 
   3. Select the Stamps tab and choose the stamp(s) this user may place on plan review documents. 
3. Select the Projects tab and choose the projects this user will have access to. 
   • Project membership is automatically granted when plan review assignments are made to a ‘named’ user.
   • Users who create projects are automatically made project team members.
   • Administrators are automatically made project team members.
4. Click ‘Save’. (Required)

Managing user email notifications

Follow these steps to configure email notifications:

1. From the Users page, select the Notifications tab.
2. Place a checkmark next to the notifications that should trigger emails to this user.
3. Click ‘Save’.

Inactivate or Delete User Accounts

Inactive Account status

1. User’s with an inactive status do not have login privileges.
2. Inactive user accounts can be reactivated at any time.
3. Inactivating a user account frees up a user license for another individual.

Notifying users of login privileges

An email will automatically be sent to a user when their active status is changed from Inactive to Active.

Deleting a User account

1. From the Users List, open the user form.
2. Select the ellipsis icon on the upper right corner of the user form and choose ‘Delete’.
3. Click ‘Confirm’ to delete the user account.
4. A deleted user account can be restored if that becomes necessary. Submit a help ticket for assistance.

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