Some admin roles have the ability to change roles for other users. To manage another user’s roles, follow the steps below.
STEP 1: Sign in to CPR Encompass.
STEP 2: In the menu at the far left of your screen, hover over Users (icon with 3 people) and click Manage.
STEP 3: This page will list all of your users that have previously been added. Search or scroll for the user you would like to update roles for.
STEP 4: At the far right, next to the user you would like to update roles for, under Actions, select the Eye icon to view the user.
STEP 5: On the next screen, scroll to the bottom of the page, where you will see tabs for the user. Click the Roles tab. This may be automatically selected.
STEP 6: This section will list all the roles and corresponding franchises or stores assigned to this user.
To Add a User Role
STEP 1: Scroll down below the user’s listed roles. You will see a drop-down menu of user roles to add for the user. Select the role you would like to add for the user from the list. For a review of user roles and their capabilities, click here.
STEP 2: For any user role except a Corporate Admin, a field will appear to the right of the selected role for you to select the user’s associated franchise(s) or store(s). This field is a type-ahead, so you can easily find the franchise(s) or store(s) you are looking for.
STEP 3: Click Add This Role. You will receive a confirmation at the top of your screen that the role has been added, and you will see the role now listed under roles for the user.
To Delete a User Role
STEP 1: From the Role section of a user, click Delete under Actions at the right.
STEP 2: Confirm that you’d like to delete the role from the user in the pop-up. You will receive a confirmation message at the top right of your screen to confirm the deleted role.
To Delete Multiple User Roles
STEP 1: From the Role section of a user, click the Checkbox under Actions at the right of any role you’d like to delete from the user.
STEP 2: Click Delete Checked.
STEP 3: In the pop-up, confirm you’d like to delete the roles from the user. You will receive a confirmation message at the top of your screen to confirm the deleted roles.