Define Roles and Add Users to Your Account

Roles control what each user can see and do in your Boulevard account. Each user has their own login and is assigned a role that gives them access to specific parts of the system. Users can be added manually or invited by email, and their access is based entirely on the role you choose for them.

Options:

Add a User Role

Add Users to the Account

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Add a User Role

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As the account owner, your role is set as Admin. Additional roles with less privilege or access can be added. If additional roles are not created, users added to the account will need to be assigned to the Admin role.

1. From the sidebar navigation, click Admin, then User Roles.
2. From the User Roles toolbar, click to add a new role.
3. Enter a name to label the new role in the Role field.
4. From the Modules List, click Select Modules.
5. Select the modules to be assigned to the new role, or click Select All, then unselect the modules not to be included.
6. When finished, click Save.

To add or remove access to modules assigned to a role, click . To delete the role entirely, click .

Add Users to the Account

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Users can either be manually added to the account or sent an email invitation. From the sidebar navigation, click Admin, then click Users.

Option 1: Manually Add a User

1. From the Users toolbar, click to add a new user.
2. Enter their First, Last, Email, and Contact (phone number) information in the respective fields.
3. From the drop-down, select the user role to assign to the new user (if none were created in the steps above, Admin will be the only option).
4. Assign the user a Password, then re-enter it to confirm.
5. When finished, click Save.

Option 2: Invite a User Via Email

1. From the Users toolbar, click to invite a new user via email.
2. From the drop-down, select the user role to assign to the new user (if none were created in the steps above, Admin will be the only option).
3. Enter their Email address, then clickINVITE to send the invitation.
4. The user will then receive an email from your account with the subject line Invitation and a link to accept.
5. When signing in for the first time, the new user will then need to select the Forgot Password link to set a password.