CM Lite - This article explains how to create, edit or delete users. Multiple users are able to use the CM Lite system, with varying levels of access, which are also explained in this article.
The Users page in CM Lite allows you to do a few different things. These include:
Create user
To create a new user:
- Click the Users tab.
- Select the Add User button.
- Enter the new user's first name, last name and email address in the relevant fields, then select their access level.
There are two types of Access Level that can be assigned to a user in CM Lite:
- Full Access gives users the ability to see everything, as well as create, edit or delete items within CM Lite, and
- Limited Access gives users limited visibility within the app and only gives them read and write capabilities. This type of access may be given to support workers or people on your mobile work force.
- Once all of the fields have been filled out, select Submit.
- The new user will receive an email informing them how to access the CM Lite system.
Edit user
To edit a user:
- Click the Users tab.
- Click on the pencil icon at the end of the line of the user you want to edit.
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- Change the fields that you want to change.
- Click Submit.
Delete user
To delete a user:
- Click the Users tab.
- Click on the bin icon at the end of the line of the user you want to edit.
- Select Submit in the popup window that appears.
