Knowledge Base

▶ Admin > Users

Moderan has several types of User permissions available:

In Admin menu you can edit User details and User rights.

NB! These actions are only available to Admin users!

In this article you can find:

• How to Edit User details

• How to change/limit User rights

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 User details: First Name*,  Last Name*, Phone, Position, Receives email notifications and add the Notes:

NB! The e-mail of the 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 you've typed it wrong:

    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 Users' 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 to a User select only relevant properties from the drop-down.

Hint: Access to properties field allows to select multiple Properties. 

NB! By selecting one or more Properties you give a User access to those only and he will NOT have access to New ones. 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 give a User also the automatic access to all New Properties that will be added later.

In case the Admin permission is assigned to a User, this User automatically has:

- access to all of your 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 the respective users.

This way you can make individual pages (e.g. specific Reports) or entire areas (e.g. all Costs) invisible to the User/Viewer.