Creating & Managing Users
Anyone who needs to perform some action withing EDGEauditor will need a user account. A user is a person who will access the application to complete reports, review submitted reports and so on.
EDGEauditor strongly recommends using unique logins for each user account. This will provide an additional layer of security as every report completed will be tied back to a specific user. It is the responsibility of that user to not share their login credentials with anyone else.
The steps listed below assume you have already created user profiles for your different users (see page 7).
Creating Users
From the side navigation select User Management > Active Users.
Select the ‘Add New User’ button located in the top right-hand corner.
On the new user screen complete all required fields (those that are marked with an asterisk).
In the table under the User Access & Permissions heading select the profile to assign from the available drop down. This will determine the user permissions where applicable for the manager dashboard and EDGEauditor Resorts app. If your user has access to more than one location you will see each location listed (NOTE: you will need to make sure you have user profiles created for each location first).
Select the green ‘Save’ button located in the top right-hand corner to create your user.
Repeat steps 2 through 5 for each user to be created.
You can modify a user by selecting the EDIT icon back on the main active user’s screen. You can also remove a user’s access to EDGEauditor from this same screen by selecting the SUSPEND USER icon for any user shown.