Maintain Users

modONE Administrators can create and manage modONE Users. Accounts are established for these Users and they have varying levels of access to the Organization's information (depending upon role).

Maintain Users

User Roles

modONE provides three levels of user access privileges: Admin, Manager, and Team Member.

Admin Access

Users with admin-level access have full access to all the features provided by the modONE platform.

Manager Access

Users with manager-level access are limited to accessing the Dashboard, Attendance Details, and Alerts for only those Locations they are assigned. Manager-level users must be team members with an email address and be assigned the team lead role.

Team Member Access

Team Member access provides secure access to the Team Member portal. Rather than choosing the "I am a Team Member" option when signing in, team members with a user account choose "I have a modONE Account" and enter their email address and password. A team member can set up a user account on the Team Member portal, or one can be set up for them.

Filter User List

The User list can be filtered by clicking on the Role and Status dropdown. The default view is all active Admin users.

Add User: Admin

Add Admin User

1. Click the icon on the upper-righthand side of the Maintain Users window.
2. The User Role dropdown defaults to "Admin".

3. Choose a Team Member link (optional). Linking an Admin User to a Team Member record will enable a shortcut to the Team Member portal. First Name, Last Name, and Email address will default to the information in the Team Member record.

4. Type the User First Name in the User First Name input field. Click the tab key to move to the last name field.

5. Type the User Last Name in the User Last Name input field. Click the tab key to move to the email field.

6. Type the User Email Address in the User Email Address input field.

7. Click the "Add" button.

8. The User will be saved, and an invitation will be sent to the email address with instructions for completing the account setup.

Team Member Portal Shortcut

Add User: Manager

Add Manager User

1. Click the icon on the upper-righthand side of the Maintain Users window.
2. Click the User Role dropdown and choose "Manager".

3. Click the Team Lead dropdown and choose a Team Lead from the alphabetical list of eligible Team Leaders. Eligible Team Leads are those that are in active status, have an email on file and don't already have a user account.

4. The chosen Team Lead's First Name, Last Name, and Email address will automatically populate.

5. Click anywhere inside the Location Access input field to display a list of Locations. Choose a Location to populate it in this field. Continue choosing Locations until all desired locations are populated.

6. Click the "Add User" button.

7. The User will be saved, and an invitation will be sent to the email address with instructions for completing the account setup.

Add User: Team Member

Add Team Member User

1. Click the icon on the upper-righthand side of the Maintain Users window.
2. Click the User Role dropdown and choose "Team Member".

3. Click the Team Member dropdown and choose from the alphabetical list of eligible Team Members. Eligible Team Members are those in active status, have an email on file, and don't already have a user account.

4. The chosen Team Member's First Name, Last Name, and Email address will automatically populate.

5. Click the "Add User" button.

6. The User will be saved, and an invitation will be sent to the email address with instructions for completing the account setup.

Edit User

1. Click the icon beside the User to edit.
2. Update eligible information:

   • If the User's role is Admin, the First Name, Last Name, Email Address, and active status can be updated.

   • If the User's role is Manager, the Location Access and active status can be updated. To remove a Location, click the red "x" beside the Location. To add a Location, click anywhere in the Location Access input field to display a list of Locations. Choose a Location to populate it in this field.

   • If the User's role is Team Member, the active status can be updated.

3. To activate/deactivate a User, click the Active checkbox. A green check signifies an active user.

4. Click the "Update User" button to save the updates and return to the User List.

To change a user's role, first remove the user and then re-add them with the desired role.

Delete User

• Click the icon beside the User to edit.
• Click the "Remove User" button.

Resend modONE Account Invitation

To resend a modONE account invitation, click the icon beside the User. modONE will immediately send an invitation to the User's email address with the account set-up instructions. Note that the link in that email expires after 24 hours.

Download User List

To download a complete list of users, click the icon.