Users - Editing an Existing User

To find, navigate to ORGANIZATION->USERS & PERMISSIONS->USERS->Select a User

The CruzControl system allows an authorized user full access to modify existing user information and permissions.

To edit a user, once you're logged in and viewing one of your sites:

1. Select CONFIGURATION
2. Drop down USERS & PERMISSIONS, and select USERS
3. Start typing the username in question (or you can scroll the list of all users to find them)
4. Click anywhere within the row containing that user's information.

This will bring up the USER DETAILS window.

Clicking the email address will bring up any email client you have configured, allowing you quick access to email this person.

Clicking the phone number will bring up any dialing client you have configured, allowing you quick access to call this person.

These fields are fixed upon initial account creation and cannot be edited.  [todo:  confirm this is true]

To view assigned sites and permission details for this user, click on the Access tab (2nd from the left).

This brings up all their sites, sorted by permission set.

Here you can adjust several things.

Note:  User Permissions is its own subject covered in other articles.  It's important to understand that here, you're only assigning to or changing which pre-established user permission sets this user has.  To learn more about permission sets and how to define them, please see the article Permissions and Permission Sets - What Are They and How to Configure Them?.

Edit User Permissions

Has User Management Access

Enabling this for a user (slider moved to the right/turns blue) tells the system that this user may change other users' permission sets.  When disabled, the user will have no rights to change any permission settings. 

When enabling this for a user, you will be prompted to confirm this change.  

If you are sure, click PROCEED.  The window will close, the slider will turn active, and now click SUBMIT to apply the change.

Copy Configuration

This is a shortcut that does not affect the user we're viewing.  Instead, it allows us to copy all site, region, and permission set settings to our clipboard, and later paste these to a new user we're looking to create.

To learn more about creating a new user, please see the article Users - Registering (adding) a New User.

Edit

To select one or multiple user sites for editing, click the "Edit" button. You will enter Selection Mode, in which all user sites, regions, and permission sets become available for selection thanks to the appearance of radio buttons on their left:

You can select any number of sites on an individual basis, or you can group selections by region and/or permission sets. The floating menu at the bottom will activate for the specific number of user sites that are selected for editing:

GLOBAL SUBSCRIBE, Region SUBSCRIBE

This setting allows a user to be "subscribed" to a region; in this case, "globally".  A region is a grouping of sites as defined by the car wash owner.  Regions allow the owner to delineate their locations by geographical areas (most typically), for ease of managing employees and settings.  For owners of a single or a handful of washes, regioning may make little sense, and therefore, leaving all sites within the system default to the "Global" single region is likely the best approach.  However, for the large multi-site operators, regioning can be a powerful tool, assuring that only certain employees have access rights to certain sites.

Subscribing to a region ensures that should any new site be added to the region, this user will automatically be added to that site and all their assigned rights will apply.

To learn more about Regions, please see the article Tenant - Regions.

To subscribe a user to the desired region, activate the slider (move right/turn purple) and click SUBMIT.

Here we're choosing not to assign this user to all sites (we're not choosing "GLOBAL SUBSCRIBE"), but instead only to sites defined by a previously user-configured region named "Southeastern U.S."

Note that this user has assigned the "Default Manager" user permission set.  Permissions is its own subject covered in other articles.  It's important to understand that here, we're only using the already assigned permission set assigned to the user.  To learn more about permission sets and how to define them, please see article Permissions and Permission Sets - What Are They and How to Configure Them?.

With the change of subscription to Southeastern U.S. confirmed, click SUBMIT to apply the change.  This user will now automatically be added as "DEFAULT MANAGER" to any new site added to the Southeastern U.S. region.

To learn more about Regions, please see the article Tenant - Regions.

Edit User's Name (Username)

A user's name may be site-specific.  To edit the user's name across sites, select the Edit button.

This will allow you to select all regions and locations or only those you wish to change.  In the following example, we've selected the Global region, which results in all locations being selected; a total of 3 in this case.  Now we can "Edit 3 usernames" by clicking the pop-up menu that appears below.

This, in turn, brings up the Username window.  Type in the new name and click Done.

We now see the new username having been applied to all sites.  Click SUBMIT to confirm the changes.

A second method to achieve the same goal exists and may be found by clicking the pencil icon at the right, next to the Active slider toggle.

This brings up a menu to select from.  Choose Edit username.

Here we have the option to edit the user's name and click DONE to only apply this change to the site we previously selected, or APPLY TO ALL to apply this change to all sites.

Make your selection, the promtp will close, and click SUBMIT to apply the change.

As a shortcut, you may also click on the user's name within the site to quickly prompt the Edit field.

Edit User's Pay Rate (Edit Rate)

Very similar to the above examples outlining changing a user's name, we can instead select Edit rate.  Rate (or pay rate) is a feature that allows for tracking labor hours and other employee metrics when paired with Cruz Control Site Track.

Make your change, click DONE, the prompt will close, and click SUBMIT to apply the change.

Just like with the user's name, you can also click the Pencil icon on the site to open the menu and click "Edit Rate":

Here we have the option to edit the user's rate and click DONE to only apply this change to the site we previously selected, or APPLY TO ALL to apply this change to all sites.

Finally, as a shortcut, you can simply click on the rate on the site to quickly prompt the edit field.

Edit User's Permission Set (Edit Permission Set)

To modify the permission set granted to a user for the sites they have access to, click the Edit button at the top. Radio buttons will appear for each site, region, and permission set grouping, marking them as available for selection.

Let's say you want to change the permission set for this user for all their sites in Southeastern U.S.:

The 2 sites that exist within that region (including one in a subregion) are highlighted and marked for selection. Click on "Edit 2 Permission Sets" in the floating menu at the bottom to prompt the edit field. A dropdown with all available sets will appear.

Make your change, click DONE, the prompt will close, and click SUBMIT to apply the change.

Again, you can also click the Pencil icon on the site to open the menu and click "Edit Permission Set". From there, you have the option to edit the user's name and click DONE to only apply this change to the site we previously selected, or APPLY TO ALL to apply this change to all sites.

Adding Site Access to User

You can add sites for the user in one of two ways. 

1. If the permission set you will apply for the site(s) is already presented on the modal as a grouping of sites, simply click on the "+" button at the bottom of the grouping:

   

   This will bring up a dropdown with available sites, grouped by region.

   

   If a site has already been selected and assigned to the current permission set, it will marked as such and greyed out (as it not possible to remove the site).

   If a site has been assigned to another current permission set, the name of the set will be next to the site's name. Selecting it will modify its permission set to the current one, effectively adding it over.
   

2. If you are selecting some site(s) and assigning another permission set, you can add them from the "Add More Sites" below all the selected permission sets:
   
   
   This will bring up the dropdown, displaying available sites grouped by region:
   
   
   After you select a site (or region), it will get added to the selection, but flagged as missing a permission set:
   
   To finish setting up, click on the "Set Permissions" button on the newly added site. This will bring up the prompt with the permission set dropdown.
   
   Once you have selected your permission set, click "Done" or "Apply To All" if you wish to modify permission sets for all of the user's existing sites.
    

When you are done adding sites, click "Submit" to apply your changes.