Managing user roles and permissions in ClientPoint is an essential administrative function that ensures secure and efficient access to resources. Below is a detailed breakdown of the process for managing users, which includes adding, updating, or deleting users, as well as modifying their permissions.
- Click on Settings.
- Click on User and Permissions.
To Add a New User:
- Click Add User
- Add the User's information into the contact fields provided. All fields are optional, except for Name, Email, and User Type.
- For more information on the Meeting Link and Calendar Link fields, please see our article on ClientPoint Meetings.
- Once the form is complete, click Submit.
- Once the User is added, you will be prompted to send them an email with a link to activate their account. You can send the activation link to your new User via ClientPoint (the email from ClientPoint), create a draft directly in your email, or you may copy/paste the invite.
To Delete a User:
- Select the User you wish to remove, and click Delete.
- You will receive a pop-up notification, asking you to confirm. Click OK.
- If there are any ClientPoints assigned to the User, you will be prompted to reassign the ClientPoints to another User in the system. Once you've reassigned, click Submit, then you're done!
To Update Account Access for a User:
- Select the User you wish to update, and click Edit.
- Select your desired User Level for the team member within the drop-down menu.
- If prompted, select the Workspace(s) and Division(s) for which you'd like the team member to access.
- If prompted, select the Default Workspace and Division for the team member.
- Click Update, then you're done!
Conclusion
Efficient user management in ClientPoint allows administrators to maintain a secure and organized environment. By categorizing users under distinct roles such as User, Manager, or Administrator, the system ensures that permissions are tailored to specific responsibilities. Key functionalities include:
- Adding users seamlessly with activation links.
- Deleting users while ensuring continuity through ClientPoint reassignment.
- Updating user roles to adapt to evolving organizational needs.
These features enhance collaboration while preserving the integrity and accessibility of the ClientPoint platform. For further assistance, administrators can contact ClientPoint Support at support@clientpoint.net.