User Management

Edit user's permissions

- Locate the “User Management” link in the Nav Bar on the left of your Vsimple platform - Click on the settings icon on the very right. If this is not visible, be sure to scroll to the bottom of the page and use the horizontal slider to access the full page. - Edit permissions - Select “Save Changes” at the bottom of the page

Delete a user

Only Admins are capable of this action While you cannot delete a member of your team (this ensures data integrity), a user with Admin credentials can inactivate their profile. To do so: - Select the “User Management” link in the Nav Bar on the left of your Vsimple platform - Click on the settings/gear icon on the very right. If this is not visible, be sure to scroll to the bottom of the page and use the horizontal slider to access the full page - In the “Status” field, use the drop-down field to select “Inactive” - Click “Save Changes” at the bottom of the page

Add a User

Only Admins are capable of this action - Click the “User Management” link in the Nav Bar on the left of your Vsimple platform - Select “Add User” button - Complete the required information - Be sure to define the user permissions regarding “Role,” “Financial Access,” and “Record Permission” - Both “Internal Standard” and “External” Role permissions will permit you to specify which records these new members have access. This specification can be found and edited under the title “Record(s) where Collaborator.” - Select “Create User” at the bottom of the page

Defining Permissions

- If the role chosen for the user is “Internal Admin,” the “Record Permission” and will default to “Edit All Records” and the “Financial Access” will default to “Full Access.” This setting is given to those who will have access to change the platform's structure and permissions. - If the role chosen for the user is “External,” the “Record Permission” and will default to “View Only Where Collaborator” and the “Financial Access” will default to “No Access.” While the default setting of “Financial Access” can be edited to grant the user full access to financials, the “Record Permissions” cannot be edited with these permissions. This setting is given to anyone outside of your company with whom you’d like to see specific records. - If the role chosen for the user is “Internal Standard,” the “Record Permission” and will default to “View Only Where Collaborator” and the “Financial Access” will default to “Full Access.”  Each of these permissions can be changed. - “View Only Where Collaborator” defines that the user must be a collaborator in each workflow and cannot make edits or status changes. This user can add files, download, and make comments in a workflow. - “Edit Only Where Collaborator” defines that the user must be a collaborator in each workflow in order to make edits or status changes. This user can also add files and make comments to that specific workflow. - “View All Records” defines that the user does not need to be a collaborator in any workflow in order to view, make comments, or add files. This user does not have access to make edits or status changes. - “Edit All Records” permission is given to those who has access to make edits and comments, upload files, and change statuses in any workflow.