Create and update users and roles

The User Management tab enables those with ADMIN privileges to create new users within an account and to configure user settings.

Related documentation:

• How Predictive Routing works

Create a new user

To add a new user to an account:

1. To open the configuration menu, click the Settings gear icon, located on the right side of the top menu bar: .
2. Click the Account > User Management tab on the left-hand navigation bar.
3. Click New User.

Enter the user name and email, and select the appropriate roles.

1. To add a role, click in the Role text box and select the desired role or roles. If you have already assigned a role, click below the assigned role to add another. Clicking to the right of an assigned role does not enable the selectable list of roles.
2. Click Create to finish setting up the user.

   WARNING! Do not add the SERVICE role to any user except the Data Loader user. Users with the SERVICE role cannot log into the GPR application, regardless of their other assigned roles.

GPR sends an email enabling the newly-added person to set a password.

Update a user

To manage users for an account:

1. Click the Account > User Management tab on the left-hand navigation bar. A table containing data for all configured users appears.
2. Click a user's email address.
3. Make the desired changes to the user name, email, or roles.
4. Click Update to save your changes.

If you need to remove the user, click Delete user.