How to manage a user's level of viewing/access levels and roles?

1. Click on 'Manage Users' tile.

2. You have the option to use the "Search Users" section on top of the page for a more precise user search result, simply type in the last name/first name and/or select the roles/types you want then hit enter. The results will appear below.

3. You can also navigate below by scrolling down and you will see the list of users enrolled in the I-CAB system under the organization, then to select a user simply click on 'Manage'.

4. Once a user has been selected you can designate all of the following;

ROLE ‍

Click the drop-down to select

• Advisory/Specialist
• General Workforce
• Managerial
• Supervisory

PARTICIPATION

Click the checkbox to mark the user as a Non-Participant.

USER TYPE 

Click the drop-down to select

Administrator

Description:

• View all data on reports
• Update company info/users
• Change organization competency parameters/assessment setup

All Data Viewer

Description:

• View all data on reports

Org Data Only Viewer

Description:

• View only cumulative data on reports

Non-Participant

Description:

• May use any of the above access levels
• No access to assessments
• Does not show up on reports

Archived User

Description:

• No access to corporate/reports/data
• Does not show up on reports
• Can complete assessments/reassessments
• Can still see and edit their information for that organization

Clients - Click the drop-down to select

Groups - Click the drop-down to select

After designating the desired options simply close this by clicking the 'X' button on the top right.

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