As an Admin in the platform, you'll be able to Add and Remove Users from Method. This article will show you how to manage the Users in the system.
Add New Users
1. Click Manage in menu option > select Manage People. This will bring you to the Users summary page. It will list the Users position and status
2. Add a new User by clicking on Invite New Users button
3. Enter a valid email address
4. Select location(s) that apply to the user (can be multiple locations)
5. Select the role(s) for that user (can select multiple roles)
- Selecting the roles will control the permissions for that user
- List of roles and the permissions it allows:
Roles | Permissions | |
Receiving |
Allows the user to receive items from the purchase orders into the system to confirm correct shipment of products |
|
Approval |
Allows the user to approve or decline of pending Requests so they will be sent out to the Supplier |
|
Sourcing |
Allows the user to search for products and create Requests in the system. The user will be able to send the Request for Approval |
|
Inventory Manager |
Allows the user to manage the quantity of products in the inventory. The user will be able to add and remove the products from the inventory |
|
Location Admin |
Allows the user for full access and configuration of the particular location. The Location Admin will be able to manage budgets and users for that particular location |
|
Practice Admin |
Allows the user for full access and configuration of all the locations in the platform. The Practice Admin will be able to manage all budgets and users from any of the locations |
*Roles for Payment and Reporting coming soon
6. Click Done when you're finished selecting the location(s) and role(s)
7. Click Send Invite to send the user site invite
- The invite will come through as an email notification
- The user will click on the link and it will walk them through the registration process
Manage Existing Users
Editing Permissions
As the System Administrator, you will be able to update a User's permission at any time.
1. Select the user you are wanting to update
2. Select the Roles and Permissions tab
3. Select the location of that user and click the Roles button
4. Select the roles and click Save Changes
Deactivating Users
You will be able to Deactivate users so they will no longer have access to the platform. If deactivated, users are can be reactivated at anytime by the System Admin
- The invite will come through as an email notification
- User will click on the link and it will walk them through the registration process
1. Click the ellipsis icon under action
2. Select Deactivate to deactivate that user
3. To Reactive the user, click Reactivate