Managing User Roles and Permissions
Once user roles have been created in the Access section of the Tendo Tools app, they can be assigned to individual users in the Users section of the Admin app.
Log in as an admin to Atrium, and click on the main navigation dropdown menu in the top left corner. Select Admin. On the left navigation bar, click on Users. You can find and view users, edit user information, add a role to an existing user, and delete a role,
Finding A User
On the left navigation bar, click on Users. A list of users will display. Browse the list or search in the search bar at the top of the list view to find the user for whom you want to add or edit a role.
Click on the user’s name in the list view. In the detail view to the right, you can see information about that user.
Adding a New User
Add a new user by clicking on the + Add button in the list view.
An Add User modal will display. Input the user's email address, and click Next.
A Create User modal screen will appear. Add the user's given and last names, and click Next.
At the bottom of the next modal view, click in the Role field. You can browse through the roles in the dropdown that appears, or start typing a role to bring it up. Select the role you want, then click Add.
The user will appear in the list.
Editing a User
To edit a user's details, click on their name in the list view. In that user's detail view to the right, there are two tabs - Details and Roles. Under the Details tab, you can see the user’s name, date of birth, Zip Code, the date that the user was created in the system, and Identifiers for the user.
You can edit the user by clicking on the ... dropdown menu on the top right, and clicking Edit.
An Edit User modal will display in which you can edit the Given and Last Names of the user. Click Save.
Adding a Role to an Existing User
Click on an existing user in the main list view, and then on the Roles tab in their detail area to the right. You can see roles that have been assigned to this user. In the example below, the Provider role was assigned to Scott Santiago.
To give an existing user an additional role or roles, click on the + button on the top right of the detail view. The Add Role modal will appear.
In the Role field, start typing the role you want the user to have. When it appears, select it. You also can browse through the roles in the dropdown menu to find the one you want and select it. Click Add.
The new role will appear under the Roles tab for that user.
Deleting a Role
To delete a role, click on a user in the list view, then on the Roles tab. Find the role you want to delete in the roles list, and click on the trash can on the right of that role’s row.
A modal will appear so that you can confirm that you want to delete the role. Click Delete, and the role will disappear from the list of the user’s assigned roles.
Deactivating a User
To deactivate a user, click on the user in the list view, and click on the ... button in the top right corner. Select Deactivate.
You will see a prompt asking you to confirm that you want to deactivate this user.
