Users & Roles

Within the Users & Roles section, you can add, edit, and delete users and roles.

Add Users to Your Account

To add users to your account:

  1. Navigate to the Portal and click on the Users & Roles section. Users Users

  2. Click New.

  3. Complete the applicable fields for the new user:

    • Username - The user name that they will use to login
    • PUID - The user id
    • First Name - The first name of the user
    • Last Name - The last name of the user
    • Role - The role for the user (if required)
    • Email - The email for the user
    • Password - The password for the user
    • Confirm Password - The password for the user

Users Users

  1. Click Create.

Edit User Details Within Your Account

Follow the steps below to update Glance usernames, passwords, PUIDs, and roles.

  1. Navigate to the Users & Roles section.

  2. Click the ellipsis on the right side within the users row.

  3. Click Edit. Users Users

  4. The Edit Users window opens, allowing you to modify the user’s information. Users Users

  5. After you make a change, click Update to save.

Delete a User

  1. Navigate to the Users & Roles section.

  2. Click the ellipsis on the right side within the users row.

  3. Click Delete. Users Users

  4. Click Delete within the Delete User modal. Users Users

Create Roles

Roles can be created within the Portal to:

  • Provide specific team members special access to Glance feature(s).
  • Run session activity reports on teams.

Complete the following steps to create a role:

  1. Navigate to the Users & Roles section and click the Roles tab.

  2. Click New. Users Users

  3. Fill out the following:

    • Role: Assign a name for the role.
    • Description: Give a brief description which will be helpful for your team when reviewing the role.
    • Role Permissions: Assign the capabilities and features for this role. Users Users

  4. Click Create.

Edit Role Details Within Your Account

Follow the steps below to update role names, descriptions, and permissions.

  1. Navigate to the Users & Roles section.

  2. Click the Roles tab.

  3. Click the ellipsis on the right side within the role row.

  4. Click Edit. Users Users

  5. The Edit Role window opens, allowing you to modify the role details.

  6. After you make a change, click Update to save.

Delete a Role

  1. Navigate to the Users & Roles section.

  2. Click the Roles tab.

  3. Click the ellipsis on the right side within the role row.

  4. Click Delete. Users Users

  5. Click Delete within the Delete role modal. Users Users

View Role Settings

  1. Navigate to the Users & Roles section.

  2. Click the Roles tab.

  3. Click the ellipsis on the right side within the role row.

  4. Click View Settings. Users Users

  5. Review Permissions or Settings assigned to this role. Users Users