Updating your Customer's Account Access (For Facilities)

When working with your customers, you may find any of the following. Your customer may...

1. Have access to a site that they don't need
2. Not have access to a site that they do need
3. Need full Admin permissions to all sites in the Company
4. Have full Admin permissions to a Company but only need a few Sites

Luckily this information is easy to update at any time.

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Navigate to the Customer

Go to Companies

Find the Company of the User, and click on the Users tab

Click on the name of the User that you need to update

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Make the Updates

Click on Edit User

Update the Settings

If you scroll down in the edit view, you will see a Role selection. From here you can select whether the user should be a Company or Site Admin, and if they are a Site Admin you can select individually which sites they should have access to. Click Save to lock in your changes.

Note: See this article if you need more information about User Roles.

• New Feature Alert! Address Templating, User Views and DOT Builder Updates
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• Managing User Account Requests
• How to Create a New Customer User Account
• Updating Your (Or Your Customer's) Notification Settings