Skip to main content

Managing Users

  • Updated

Users

Top Navigation: ADMIN » Inter/national » Users

This article will give instructions on how/where to add new Inter/national users and view and manage Compass User Permission level settings based on responsibilities. 

Add

  • Click the "Add" button in the top right of the user listings page.
  • Type the name of the user you wish to add in the "Name" box and click Search. mu.png
  • Assuming the person for whom you’re searching has an existing Compass record, the system will return the individual in the search results and an "Add User Access" button will appear beside their name. Click this button to go to the User Information and Permissions Page.

NOTE - If the search determines that the person does NOT have an existing Compass record, you will be given the option to add the individual. If your search determines the person has an existing record AND already has user access, you will be given the option to edit the user’s existing settings. 

mu2.png

 

Edit

  • Click into the Individual that needs to be updated
  • Choose the permission level they need or do not need
  • Click Update User

Note - As you toggle between different user permissions, red or green dots will show on the right-hand side of the screen to show what each permission will be able to do within Compass. 

 

Delete

To remove Compass access for an individual, click on the delete button next to their name.