How to manage users and roles

Administration › Users List is where you add people to BRS and set what kind of account they have. It lists every user in the companies you administer.

Add a user

  1. Click Add, choose the Company at the top of the dialog.

  2. Enter their Email Address (this is their username). A Parent Email Address is only needed if they cannot receive email at their own address — the welcome / reset mail goes there instead.

  3. Pick the Software Role — this sets the baseline of what they can do across BRS.

    The Add User dialog with company, email and software role
    Adding a user. — screenshot pending
  4. Click Add. They receive a welcome email and set their own password on first sign-in.

Change or remove a role

  1. Change Role on a user's row updates their software role and comments.

  2. Delete User Role removes the user from that company. A user can belong to more than one company; deleting one role does not delete the others.

  3. Per-site access and responsibilities are set separately — see User restrictions and the people on a site.

Login activity

From a user's row you can open Login Activity — a dated log of their sign-ins and key actions, useful for support and audit.