How to add new users to Kasper?
To begin adding users to Kasper and adjusting their permissions, you can follow these steps:
Navigate to the "Settings" section within Kasper.
Click on "User Management" to access user management options.
Click on "Invite user" button, on the top right corner of the page.
Adding new Users
To add a new user, input the user's email address and then select the appropriate permission level you wish to grant them, whether it's an admin or general user. This allows you to control access and define roles within Kasper based on your team's needs and responsibilities.
Editting Permissions
To edit permissions for existing users, follow these steps:
Locate the user for whom you want to modify permissions in the User Management section.
Find the ellipsis (three dots) icon in the Action section for that user.
Click on the ellipsis icon to access options for editing permissions or other actions related to that user. This allows you to make adjustments to the user's permissions as needed.
Admin Users have the ability of managing other users permissions and status.
Admins can also change core office settings (Invite users, edit users active/inactive account status, manage exam rooms and change the office name) whereas General Users cannot.
Besides some of the management features that Admins can change, General Users more or less have the same functionality as an Admin.
Deactivating Users
Is a staff member leaving your office?
To deactivate an active user, follow these steps:
Select the user you wish to deactivate from the list of active users.
Click on the "Deactivate" option associated with that user.
This action will deactivate the selected user, revoking their access and permissions within Kasper.
Change User Status
You have the flexibility to change the status of a user from active to inactive and vice versa. To do so, click on the dropdown menu in the status button for the user, and then select the desired action.
Filtering Users
You can filter users based on their permissions ("account type," which includes Admin or General) and/or by their activity status (Active, Inactive, or Invited). This filtering capability allows you to quickly sort and view users based on specific criteria, making it easier to manage user accounts within Kasper.
