Users

Within the Users 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 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
    • Partner User ID - 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 Information Within Your Account

Follow the steps below to update user information.

  1. Navigate to the Users section.
  2. Click the ellipsis on the right side within the users row.

Users Users

  • Edit Details - Update the username, Partner User ID, role, first name, last name, and email.
  • Edit Password - Update the password.
  • Admin Permissions - Modify admin access and permissions.
  • Affiliations - Manage subgroup affiliations.
  • Update Status - Activate or deactivate the account.
  • Clear Lockout - Remove a login lockout.
  • Delete - Permanently remove the user.

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 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 section.
  2. Click the Roles tab.
  3. Click the ellipsis on the right side within the role row. Users Users
  • Edit Details - Modify the role’s name and description.
  • View Settings - Review assigned permissions and settings.
  • Delete - Permanently remove the role.