Qwickly Dashboard: Editing User Access to Manage Your System

When registering with Qwickly, the System Administrator who completed the registration process will have created an account with the system. Later on, this System Administrator can create more user accounts and allow them access into the Qwickly Dashboard. This can be done with the following steps:

Adding a New User to the Qwickly Dashboard

1. Go to Qwickly Dashboard Home > Manage Users & Access
2. Click On "+ Add User", and then add the user's email, name and password
   • Note: Once a user has been added, you can pass the credentials along to them. At that point, it is HIGHLY RECOMMENDED that they update their password
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Assigning a User a role in the Qwickly Dashboard

1. Once the user account has been added, you can assign them a role in the System which will allow them access to different parts of the Qwickly Dashboard by clicking on "Assign Role". Note: Each role has different levels of access, and a user will not be able to receive multiple roles.  More on roles here: https://qwickly.zendesk.com/hc/en-us/articles/360024444792-Qwickly-Dashboard-User-Roles
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Removing a User's role from the Dashboard

1. If a user has previously received a role in the Dashboard and you want to remove this user's role, you will have to click on the Trash icon next to the user's role. This will prompt a confirmation pop-up.
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4. Note: This does NOT completely remove the user from the system. If a user does not have any role in the dashboard, they can still log in (but they will not have access to perform any actions). Please view the next section to completely remove a user from the system.

Completely Remove a user from the Qwickly Dashboard

1. If you wish to completely remove a user from the Qwickly Dashboard, you will need to first remove any roles they have (see above)
2. Once the user has had their role removed, you will have to click the Trash icon on the user's row. This will prompt a confirmation pop-up.
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