Accounts and Groups (Role) setup

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Accounts
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Accounts

You can understand Accounts as a database of the individuals that play a role in your operation and who will utilise Uptick to get their job done. Each individual's account will determine their experience and permissions within the Uptick system, according to their role within your company.

Accessing your accounts

Step 1: To access accounts, click People on the navigational toolbar at the top of the page. Select Accounts from the drop down menu.

You will be redirected to a page that displays all accounts. You can see when the account was created, Last account login, account email, account name and which group they belong to.Screen_Shot_2019-07-31_at_12.23.23_pm.png

To add an account

Step 1: Click the blue button labeled Create Account

Step 2: Fill out the form with the necessary information and then select Save and Continue or Save and Send Welcome emailScreen_Shot_2017-06-20_at_2.12.59_pm.png

Clicking 'Is Staff' is vital if the account is a staff member as this provides them with the basic permissions they need to navigate through Uptick. 

 You will then be able to assign the Account to a 'Group' based upon their role in your company. You may pick more than one, however picking a staff group and the client group together will cause significant issues on your permissions. If you want to create a Client account for yourself, create another account for yourself.Screen_Shot_2019-07-31_at_12.24.59_pm.png

Groups

The creation of Groups will allow you to easily manage the permissions of different departments. You can create 'Groups' of 'Accounts' according to the function of the employee's role within your company.

To create a Group

Step 1: Access the Accounts page and click the second blue button that says Manage groups. You will be directed to a new page that displays your Groups.Screen_Shot_2019-07-31_at_12.25.53_pm.pngStep 2: Click the blue button that is labeled Create Group. You will be prompted to name the group and click save.

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