User Management

Last updated: April 17, 2025

Understanding User Roles

📄 User Roles

Add a User

You must be have the Administrator role in order to Add new Users

Web

  • Navigate to the Users Page

  • Click "Add New"

  • Fill in user information

  • Select Role and Team(s)

  • Save the page

  • The user will receive an email inviting them to access their account on ItsWare.

To assign a user as a Team Moderator, Choose the "User" role, save the user, then assign them as a Moderator on the Team Management page

Mobile

  • Under the main Hamburger Menu choose "User Management"

  • Under the three dots menu choose "Add New User"

  • Fill in user information

  • Select Role and Team

  • Save the page

  • The user will receive an email inviting them to access their account on ItsWare.

To assign a user as a Team Moderator, Choose the "User" role, save the user, then assign them as a Moderator on the Team Management page via the website.

Change a Users Role

You must be have the Administrator role to change other users' roles

Learn more about roles and capabilities 📄 User Roles

Web

  1. Login and choose the Users tab

  2. Select a user to edit

  3. From the role drop down choose from the available roles (User and Administrator)

  4. Under the team section, Users with the "User" role can be assigned as a team Moderator by clicking the Icon to the right of the team name

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  5. Save the Page

Mobile

Currently Team moderators can only be set using the website

  1. From the main menu choose User Management

  2. Select a user to edit

  3. Use the role drop down to choose between available roles

  4. Confirm your selection

Disable a User

You must have the Administrator role to disable a user

Disabling a user will disable their access to Cabinets and their ItsWare login

Web

  • Navigate to the Users Page

  • Search for a User and click to edit

  • Find the "User Status" drop down

  • Change the status to "Disabled"

  • Save the page

Mobile

  • Under the main Hamburger Menu choose "User Management"

  • Find a user and tap their name to edit

  • Change the "Active" toggle and Save the page

Remove a user from a Team

Admins and Moderators can perform this action under the Team Management area📄 Team Management

Set a user as a Team Moderator

Admins and Moderators can perform this action under the Team Management area

📄 Team Management