Administrators can manage user types to define categories for users that interact with Binders. They vary by the binder's purpose and the organization's goals.For example, Technology Systems Services might have user categories such as admin, contractor, vendor, and staff.
You can add or edit a user type.
| Important: You should have a complete list of all user types before entering them. |
To add a new user type:
Select Users > User Types. The Manage My User Types page appears.
Click
. The Manage User Type page appears.
- Enter a User Type, such as Admin or Staff.
- Click Save.
| Important: After you add user types, you must add them to organizations. |
To edit a user type:
- Select Users > User Types. The Manage My User Types page appears.
- Next to the user type you want, click
.
- Make any desired edits.
- Click Save.
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