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How-to

Users and roles

After this you can give someone the access they need, and no more.

2:00Changes demo data

The steps

  1. Open Control Center and choose Admin. Users is the first tab.
  2. Choose New user, type their email, pick a role and a password, then Create user.
  3. Link them to their record under Linked person, so Hale knows who they are.
  4. To help someone who's locked out, use the Reset password button on their row.
Good to knowThe role decides what's in their menu and what they can open. In this test, please leave passwords as they are.

Your screen may look different: names and numbers change, and Home changes through the week.