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Add or Delete Lab Users (Lab View)

Learn how to manage users on your account.

Updated over 3 weeks ago

Add a User

  1. Navigate to the Settings page by clicking Settings on the left hand dashboard.

  2. Click on the Team & Roles section.

  3. Add a user using the Add User button on the right.

  4. Input their Username (full name) and Email Address.

  5. Select their Roles & Permissions and click Send Invite. Available roles include:

Role / Permission

Description

Administrator

  • A user with unrestricted access to all resources, settings, and permissions within the system.

  • Administrators can manage users, adjust settings, and access all reporting and payment features.

Standard User

  • A user with access to core resources, settings, and permissions within the system.

  • Restrictions include: payments, reports, and limited user management capabilities.

Payments Access

  • Optional additional permissions for standard users.

  • Grants the ability to view payments, make payments, manage autopay, and perform other payment-related tasks.

SpecCheck Metrics Report Access

  • Optional additional permissions for standard users.

  • Grants the ability to view the SpecCheck Metrics report (where available).


Delete a User

  1. Navigate to the Settings page by clicking Settings on the left hand dashboard.

  2. Click on the Team & Roles section.

  3. Find the user you want to delete, click the "..." on the right, and then Remove User.


Change User Permissions

Only admins can adjust a user's role. To change a user’s role:

  1. Go to Settings > Manage Users.

  2. Click the "..." next to the user’s name and select Edit Roles & Permissions.

  3. Adjust permissions as needed.

  4. Click Save.

You can update roles at any time.

For any questions, please feel free to reach out to [email protected]!

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