Introduction
The Users page lists users in your organization who have access to the VisitorOS Portal. Account Administrators can view this page and give access, assign roles and permissions, and manage the accounts of portal users.
To access the VisitorOS Users settings, select the Settings icon, then select Users.
Adding a New User
To add a new User, click the button in the top-right corner. You will be prompted to fill out the following user info:
- Name
- Email Address
- VisitorOS Role - this is the role they will be assigned, from your Roles settings.
- Site Assignment - the site that the user is assigned to. Check "All Sites" to give the user access to manage the site settings across all sites in your account.
Lastly, toggle on/off the option to prompt the user to set a password. This is only necessary when the user is created for the first time, and if your account does not use SSO.
Hit the button in the top-right corner to complete the user setup.
Managing the Users Page
From the users page, account administrators can take the following actions:
- Click
to filter your users list by specific fields.
- Click
to export your users data to a CSV file.
- Click
to adjust the information displayed in the user's list.
- To delete a user from your list, click the
icon next to their name. Note that deleting the user immediately remove their access to VisitorOS.