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  • Manage Users

Manage Users

Users are people who have access to the app. They can be staff or other individuals who need to view or modify information in GLASS, and they may have different permission levels and access to different parts of the system.

Users and People are not the same. A Person record can exist without app access, but every User is linked to a Person record.


Navigate to User Table

To access the User Table, click your name in the bottom-left corner of the screen and select "Web App Users."

Sidebar menu of a file sharing app with options like People, Photo IDs, Teams, Invoices, and Glass Drop. Dropdown shows Web App Users highlighted.

Invite a User

From the Users Table, click the β€œAdd User” button at the top-left of the screen. For steps on how to add a User from a Person record, click here.

User management interface with a list of users, including their ID, first name, last name, role, and status. A button labeled 'Add User' is highlighted at the top left.

Select whether to invite a new Person as a User or assign access to an existing Person. If inviting a new Person, enter their basic details; if assigning access, choose the existing person from the dropdown.

Invite User dialog box with options for Existing Person and New, highlighting the Existing Person tab.

User invitation form with fields for first name, last name, email, phone, and ZIP code. Role information includes organization and role selection.

Finally choose whether to restrict access invoices, results and random pools, assign a role, and click 'Invite.'

Invite User dialog box with options to select an existing person and assign a role, including checkboxes for blocking viewing permissions.

Change Roles or Suspend Users

To change a User's role, click on the row of the User you wish to update. From there, you will be taken to the Edit User modal, where you can edit the User's status and save your changes.

User role editing interface showing options for superadmin, suspended user, and organization restriction.

User Roles and Permissions

Each role includes a predefined set of permissions.

A Super Admin may restrict individual user access to invoices, results, or limit a user to viewing data from their assigned team only.

πŸ‘€ Basic User - 4

  • βœ… Create services
  • βœ… View services
  • βœ… Edit services
  • βœ… Can view Basic Users
  • ❌ No access to invoices

πŸ‘¨β€πŸ’Ό Manager - 3

  • βž• Everything a Basic User can do
  • βœ… Manage invoices
  • βœ… Can view Basic Users and Managers

πŸ‘” Admin - 2

  • βž• Everything a Manager can do
  • βœ… Can view Basic Users, Managers, and Admins

πŸ›‘ Super Admin - 1

  • βž• Everything an Admin can do
  • βœ… Create users
  • βœ… Assign roles
  • βœ… View all users

Frequently Asked Questions

What is a User?

Users are people who have access to the app. They can be staff, applicants, or other individuals who need to view or modify information.

How do I navigate to the Users table?

If you role permits, you can access the Users table by clicking on your user name at the bottom left of the screen and selecting Web App Users.

How to navigate to users on GLASS desktop
How to navigate to users on GLASS mobile

Click to enlarge

How do I create a user or invite a person to be one?

If you role permits, you can access the Users table by clicking on your user name at the bottom left of the screen and selecting Web App Users. From her you can click the Invite User button at the top-left of the screen Users can also be created from the Person page, where you can select the person you want to add and click the Invite As User button at the top-right of the modal.

How to add or invite a user on GLASS desktop
How to add or invite a user on GLASS mobile

Click to enlarge

How do I change role or suspend a User?

To change a User's role, click on the row of the User you wish to update. From there, you will be taken to the Edit User modal, where you can edit the User's status save your changes.

How to change or suspend a user on GLASS desktop
How to change or suspend a user on GLASS mobile

Click to enlarge

What’s the difference between the admin role and manager role?

They have the same permissions, except when viewing Users. Admins and Managers can only view users with their same role or lower.

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Knowledge Base

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    • arrow_right_alt Navigate to User Table
    • arrow_right_alt Invite a User
    • arrow_right_alt Change Roles or Suspend Users
    • arrow_right_alt User Roles and Permissions
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