When you navigate to Administration via the Switcher you will be presented with a list of users registered to your organisation.
This is where you are able to create new users for your organisation, as well as edit the information and permissions allocated to them.
Creating a user
Select Create user and enter the new user’s details
Assign the relevant Team(s), provide a username and enter an initial password (the user will be prompted to reset this password when they first login)
Toggle whether this user can delete information and whether they can access administration within Noted
Review the updated billing information and click Submit to save
Tip: A contact phone number is not required for each new user, but we recommend including one in case our support team needs to get in touch with the user directly.
Note: When the user first logs in to Noted they will be prompted to reset their password.
Editing current users
Once a user has been created you can edit the following information and settings by selecting them from the list of users:
User details, contact information and permissions
Change password
Tip: You can also direct the user to our Lost your password? tool on Noted’s login page to have them reset their own password
Assign the user to an existing Team. Learn more about Teams here
Assign the user to an existing Role. New users will be assigned to the Default worker group. This role can be removed once another has been assigned. Learn more about Roles and privileges here
Enable and set up the user as an ACC provider with access to ACC billing as well as update the user’s details as required. Our article, How to set up and enable ACC billing, covers how to do this in detail
Update their working hours and which services they can provide
Permanently remove the user with Delete user
Tip: You can also suspend a user within Details. You will not be billed for suspended users and can reactivate them again at any time.