Create a user
On the Paperless website, click on the Admin section;
In the submenu, click on the Manage Users subsection;
Click on the button to add users, which is located in the top right corner of the page;
Enter the required information to create the user:
◦ Full name;
◦ Username (in email format, real or not);
◦ Password (to confirm);
◦ Role (Limited, Standard, Observer, Management or Administrator);Click on Save to complete the creation.
Edit a user
On the Paperless website, click on the Admin section;
In the submenu, click on the Manage Users subsection;
Click on the button to edit the user, which is located all the way to the right on the user's line;
Edit the targeted user's information;
Click on Save to complete the modification.
Delete a user
On the Paperless website, click on the Admin section;
In the submenu, click on the Manage Users subsection;
Click on the button to edit the user, which is located all the way to the right on the user's line;
Click on Delete this user;
Click on Delete to complete the user's deletion.
An Administrator cannot be removed. You will need to give them a different role before deleting it.
Give a user permissions to specific forms
On the Paperless website, click on the Admin section;
In the submenu, click on the Manage Users subsection;
Click on the "+" under the user to give them tags to gain access to specific forms.
The employee will see all the forms that contain any of the given tags.
The employee will not only see forms that contains all the given tags, but all the forms that contain any of the given tags.