Add Users

Assign Users to various entities within your organization. 

Note: This section is only for organizations utilizing Multi-entity structure. 

Click here to view instructions for adding general users. 

Best Practice:

• For users that require access to a single child entity, add the user within the child entity.

• For users that require access across multiple entities, add the user within the parent entity and assign the user to their respective entities.

Steps:

1. Navigate to Menu > Setup > Organization Structure > Users.
2. Click Add to create a new User.

3. Populate the New User Form.

4. Provide an Email address and User Name for the new user.

Note: The email address for the user must be unique and not already in use in Ordway. However, the same email address can be used to log into each entity that the user has been assigned to.

5. Click the Send Invitation Email toggle to automatically email the new user with their login credentials.

6. Click the checkbox for each Entity and assign the Role for the new user. The Role is required for each Entity. At least one Entity is required for each user.

7. Use the Status toggle to disable a user when needed. 

8. Save when finished. 

Edit or Delete Users

1. Navigate to Menu > Setup > Organization Structure > Users.
2. Click Edit from the Gear icon for an existing User to edit corresponding information. 
3. Make edits as necessary by adding or removing Entity access and click Save.
4. Click Delete from the Gear icon for an existing User to delete them.

Note: Deleting a User cannot be reversed. In addition, once a User has history within Ordway, they cannot be deleted. In these instances, toggle the Entity Status OFF for the user instead. 

Roles & Permissions

Manage User permissions across entities within your organization.

Note: A Role added at the top-level entity is automatically made available within all child entities. Also worth noting, changes are reflected in all child entities when a Role within a top level entity is edited.

Steps:

1. Navigate to Menu > Setup > Organization Structure > Roles & Permissions.
2. Click Add to create a new Permission Group.

3. Populate the new role: 

• • Role Name (Required) e.g. Sales Analyst or Billing Administrator.
  • Description (Optional).
  • Permission Assignment - select the Modules and Activities this role should have access to. 

4. Click the checkbox for each Module and assign specific Permissions for the new role. Or click Check All to add all Permissions at once and remove the unneeded permissions.

Expand or contract each section using the carrot next to each module name. 

5. Save when finished.

Edit Permissions

1. Click Edit from the Gear icon for an existing role to edit associated permissions.
2. Adjust the role as needed and click Save.
3. Click Delete from the Gear icon for an existing role to delete it.

Note: Deleting a Role is irreversible. In addition, Roles with Users associated to them cannot be deleted.