▶ Admin > Users
Moderan has several types of User permissions available:
In the Admin menu you can edit User details and User rights.
These actions are only available to Admin users.
How to Edit User details
- Go to Admin > Users.
-
Click on the name of the User whose details you want to change.
- Select EDIT.
Alternatively, you can hover over a name, click the Gear icon, and choose Edit.
In the User card you can edit the following User details: First Name*, Last Name*, Phone, Position, Receives email notifications, and Notes.
The e-mail address of a User cannot be changed in Moderan.
The e-mail is used as a unique User identifier in Moderan, meaning that one e-mail represents one User. If a User's e-mail has changed or was entered incorrectly:
1. Create another User with the correct email address.
2. Log out and log in again using the correct email address.
3. Deactivate the account with the incorrect email address (see instructions here).
How to change/limit User rights
To change the User's role (Administrator, User, Viewer) click the Permissions* field and select one from the drop-down menu:
To limit Users' or Viewers' rights to certain Properties, click the Access to Properties* field:
Different scenarios:
- If you want to grant access to one or more Properties – select only the relevant Properties from the drop-down.
By selecting one or more Properties you give a User access to those only and they will NOT have access to new ones automatically. However, you can always add permission to see new Properties manually.
-
If you want to grant access to all Properties – select All.
By selecting All you also give the User automatic access to all new Properties that will be added in the future.
-
If Admin permission is assigned to a User, this User automatically has:
- access to all current Properties and Properties added in the future
- access to all tabs (Assets, Contracts, Reports and other)
- access to the Admin menu and rights to edit (Users, Company info and Settings)
- You can also limit a User's or Viewer's access to certain tabs. Remove the green check mark from one or more tabs by clicking on them. The corresponding pages will then no longer be displayed to those users.
This way you can make individual pages (e.g. specific Reports) or entire areas (e.g. all Costs) invisible to the User/Viewer.
Explore more articles in the Moderan Knowledge Base. If you have any questions or need assistance, feel free to contact us at support@moderansolutions.com.