How do I add a user to a performer?

Access control is how users or teams are assigned to performers. If a user is assigned an advisor, manager or performer charting role, they will need to be assigned to performers in order to add and view charts.

Steps

  1. From the performers dashboard, select the performer you wish to grant access to.
  2. Select "Access Control" from the options below the performers name.
  3. Click the blue "Add User" button on the right side of the screen.
  4. Select the user from the drop down menu OR start typing their name.
  5. Select which tier of access to give them.
  6. Click the blue "Add" button.
  7. Access granted!

In Depth

 

From the performers dashboard,

Performers_dashboard.png

select the performer you wish to grant access to.

Select_performer.png

Select "Access Control" from the options below the performers name.

Performer_dashboard_access_control.png

Click the blue "Add User" button on the right side of the screen.

Users_-_add_user.png

Select the user from the drop down menu OR start typing their name.

add_user_form.png

Select which tier of access to give them.

Tier_1_permissions.png

Tier_2_permissions.pngTier_3_permissions.png

Click the blue "Add" button.

add.png

Access granted!

 

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