Add/Edit User Types

User types allow you to separate your users into different categories, giving them different permissions and different assignments. These user types allow certain groups of people to be tied to certain calendar appointments, assigned certain forms, etc. 

Adding a User Type:

To add a user type, log into your Teamworks account in a web browser. Once you have logged in, navigate to the Profiles tab, and then to the Settings tab. 

Choose User Types from the options on the left, and then click the "+ Add User Types" button. 

From here you will give the user type a name, plural, color, and set the default permissions. (Default permissions are the permissions a user will automatically get when they are added to Teamworks under that user type. These can be changed on an individual basis as well once the user is created. See here for more details)

Once you have configured the user type how you wish, click "Add User Type".

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Editing a User Type:

To edit a user type, log into your Teamworks account in a web browser. Once you have logged in, navigate to the Profiles tab, and then to the Settings tab. 

Choose User Types from the options on the left, and then click the pencil icon next to the user type you wish to edit.

Make any edits you need in the edit user type pop-up (name, color, permissions). Once complete click "Update User Type". 

Notes:

*User Types are shared across organizations and therefore will be seen by all teams within an organization.

*Users must have Organization Super User permissions in order to add/edit user types.

Keywords: User Types, Add, Edit, Organization, Super User, Profiles, Settings, Groups. 

Want to connect with Teamworks? Contact us by clicking the Help button below, by calling or texting 202-875-8930, or by sending an email to support@teamworks.com.

 

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