How To Set Up an Access Only User


In a centralized setup, where users will access the same dataset that is owned by another user, there are two recommended settings to include when setting up each user: 

  1. Click the Home Menu to go to the Admin section of your account
  2. Click the Users menu
  3. Click on one of the user's names to get to the Edit User page
  4. Under the Settings menu, in Pre-selected Owners for Filters, select the user's name who will own all the data   --- this will ensure that when the user whose edit page you are on logs in, they will default to see and contribute to the central database of records
  5. In the Account Type, select Access Only --- this will ensure that this user does not show on the Home Page, since they won't hold any data of their own. 
  6. Click on Save + Back

 

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