Help

Users who need to help manage the system can be assigned a role and given login access.

Select the user to open their details screen.
Under Roles, select Add to display the roles selection screen.
Choose the appropriate role for the user and select Continue. Only one role may be assigned per person. For more detailed information, refer to Roles.
If the person already has an email address, it can be used to send an invitation. Otherwise, enter an email address so the system can send an invitation email with a registration link for the user account. To save the new email, select Save this email for this person's record.
Select Send. The invitation is emailed and Login Access is enabled in a pending state, indicating the number of days before the invitation expires. The user has five days to register. If the user already has an Elements user account, they may sign in with the same account to register for access to the customer security system.
Select Save.

If the email was not received or the invitation has expired, it can be sent again. On the person details screen, next to Login Access, select .

If the user no longer needs to log in or respond to invitations, select next to the role to be removed. Login ability will be disabled.

Users cannot change or remove roles on their own account.

Assign a Role