Every email account is a user. Users can be assigned roles to give permissions to interpreters and requesters.
Login as an agency user then navigate to Users => List Users => New Users. You’ll see a
list of users that have registered but haven't been given a role. Open one by clicking the ID
number at the far left in the View column. You can then open personal settings where you’ll see
User Role. Update User role and you'll be given any additional options unique to that role.
- Access Billing - this will grant the user access to areas that contain
monitory amounts like billing bundles and invoicing.
- Gender Field - for when a gender requirement is added to an
- Certified Field - the certified field prefixes the interpreters name with
Certified - on the appointment form.
- Languages - languages can be added by clicking back after the user has been
saved to the interpreter role. If a language is missing you can add it by going into Settings
- Badges - if you are using the badges feature badges can also be assigned to
the interpreter just like languages. This will only be available if the badge feature is enabled
in Settings => General Settings.
- Regions - if you are using the regions feature regions can also be assigned
to the interpreter just like languages. This will only be available if the regions feature is
enabled in Settings => General Settings.
- Customer Account - a requester will need to be associated to a customer
account. If multiple requesters are associated to the same customer account they will all share
- Locations - requesters can be isolated to specific locations within that
requester account by using the isolate requester feature in the customer settings. If isolated
you'll have the ability to grant the requester to specific locations like languages by hitting
the back button after updating the users role to requester.
Because of how we store information a user can't and shouldn't be deleted. Instead a user can be
inactivated by updating their role to Inactive. A user that's been inactivated can not see any
information within the scheduling system and will be notified of the inactive status if they
attempt to login.
- Unknown/New – This is the default category for anyone signing up. It
shows a blank for role. Anyone under this category doesn’t have access to anything until they are
assigned a role other then Inactive.
- Inactive – This is to lock someone out of the system. If person
signs up to the website that shouldn’t be granted any permissions inactive is used.
- Agency – This is main role accessing data for all system
settings and actions.
- Interpreter – This is the role for interpreters. It requires two
additional fields in order to complete the role assignment. Language is the secondary language the
interpreter speaks. Sex is the interpreters’ sex. This allows appointments to be only available to
the right interpreter.
- Requester – This role is for secretaries, administration, or any
person that should have customer data. This role requires one field, customer, which allows users
to share information without having to share an account. Each account is only attached to one
person to log data modifications.