Modify User Roles/Settings
Users with Client Admin Role are able to modify the assigned roles and settings for users in their StackDX site. See the below instructions on how to navigate to the People Grid and modify the roles and settings for your company's users.
Find your company's Client Admin User(s)
If you need to identify your company's Client Admin User(s) click the Admin > People dropdown and use the search/filter to filter for Client Admin in the User Roles dropdown.
Click Admin dropdown and select People
Select Client Admin in the 'User Roles' dropdown
Click Search
Modify User Roles & Settings
Navigate to Admin > People page
Click a users name in the People Grid
Modify the users information, settings or roles
Click Save
Note: When adjusting users roles/permissions the user may be required to log out/in for the new roles/permissions to take effect.
Summary of User Settings
First/Last Name - The name of the user
Note; If the user logs in via Microsoft the name displayed will be pulled from your Microsoft Account and cannot be modified within StackDX. If the user logs in with username/password the name can be modified.
Email - The email of the user. Will display the email the StackDX account is under and cannot be modified in StackDX.
Phone - The phone number of the user
Land User ID - The Land User ID of the user
Note: The users Land User ID is required for projects created in your land management system (ie. CS Land, LandRite) to be synced and display in StackDX.
Accounting User ID - The Accounting User ID of the user
User Status - Select/deselect to set the user status as Active ( ) or Inactive ()
User Roles - Select the roles/permissions for the user. When setting a role you must select all the roles that are required for it (ie. Write requires Read, Admin requires Write & Read, etc.)
Search & Notification Preferences
In the user settings there are also search and notification preferences for both land and assets.
Search Preferences are utilized when setting the default document categories and types displayed when viewing the Land and Asset Doc Grids.
Notification Preferences are utilized when setting the default document categories and types you are interested in receiving upload notifications for. In order to receive upload/project updates they will need to set up in a StackDX project.
Users can access and modify their own Search & Notification Preferences directly by clicking the Account option from the dropdown in top right of the StackDX site.
Alternatively, you can navigate to your account settings from the Account option under the Admin menu.
Users with Client Admin Role can view but not modify the Search & Notification Preferences for all users in their StackDX site when viewing user settings via the People Grid.
See Land & Assets Manage Search & Notification Preferences sections for more details.
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