Portal Admins can edit the information and settings for all users on their microsite, and Managers can edit only Field Users.
Access User Settings
1. Click on Admin > Users on the drop-down menu.
2. Click on the User you wish to modify.
3. Here you can edit user information:
Username: The unique identifier of a user within SiteCapture, this is used to log in.
Display Name: The name that will show within your microsite.
Email Address: The e-mail address associated with the user, this is used for password recovery and notifications.
Title: You can associate a title with users to display on your site, such as 'Project Manager'.
Tag: A unique identifier that can apply to multiple users on your site, this can be used for project assignment. See: Easily Assign and Share to a User Group.
Phone Number: You can include an associated phone number for a user.
External Id: An additional identifier for users, this can be used for integrations.
Role: The user's permission level within your microsite. See: User Roles & Permissions
Types and Saved Views
- Users can be limited to Types and/or Saved Views. Click on "Manage".
2. If you want to limit the user to access only selected types select that choice and choose the types you want them to have access to. If you want the user to access only selected views, choose that option and then select which views you want them to have access to. Click "Close" when done.
Hiding Client Types Based on User Type Restrictions
This section is for a vendor who is also a customer. Follow these steps to restrict users from seeing certain client templates when creating projects, based on their assigned types:
1. To enable this functionality, a SiteCapture admin will need to activate the “Hide client types when user has type restrictions” setting. If you'd like this setting turned on for your account, please reach out to us at support@sitecapture.com and we’ll be happy to assist.
2. Admin Edits User in User Management: Go to User Management and find the user you’d like to restrict. Click on the display name to open their user settings.
3. In the user profile click “Manage” next to Types and Saved Views.
4. Admin Restricts User to Specific Types
In the Types section, check "Can only see selected types" and select the types that this user should have access to. Click "Close" and then click "Save" to apply the restriction.
5. User Attempts to Create a Project
Now, when the restricted user signs in via the mobile app or web app and clicks “Create Project,”
they will only see project templates associated with their assigned types. Any client-specific templates outside of their allowed types will no longer be visible.
Change User Password
1. Click Admin>Users.
2. Click on the User you wish to assign a new password
3. Click "Change Password" at the top right of the page
4. Enter a new password and then click on "Change Password".
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