Edit Users: Roles & Permissons

Overview

Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Master User or a Designated Admin user. All users have the option to update their individual profile and passwords in the upper-right corner of the ftwilliam.com screen by clicking on their Display Name and by selecting Edit Profile.

FTW User Roles

Standard User

A Standard User has limited access and cannot manage other users or system-wide settings. A Standard User does have the option to update their individual profile and password in the upper-right corner of most ftwilliam.com screens by clicking on their Display Name and by selecting Edit Profile.

Designated Admin User

A Designated Admin User can manage users' permission by adding, modifying, and/or deleting other FTW users' contact information and permissions.

Master User

A Master User has the most access to ftwilliam.com. This user is generally the FTW user that creates an account with ftwilliam.com and should only be assigned to trusted individuals within the organization.

User Information

A FTW User first needs to be created in order to access the ftwilliam.com site. The Master User, or a Designated Admin User, will be able to add or modify other FTW users by filling out the following information:

First Name: An optional field for the FTW user's first name.
Last Name: An optional field for the FTW user's last name.
Display Name: A required field for the FTW user's display name, which will appear in the upper-right corner of the ftwilliam.com screen once logged into the site.
Username: A required field that will act as the FTW user's username during the login process for ftwilliam.com.
Password: A required field that will act as the FTW user's password during the login process for ftwilliam.com. The password must meet the minimum password complexity requirements:

Minimum of 8 characters
At least 1 number and at least 1 special character
Confirmation does not match or blank
Current password does not match

Email: A required field for FTW users that is used for customer communication and support inquiries.

Phone Number

Notes:

Module Permissions

Permissions

📊 Permissions Matrix

Here’s a quick comparison of what each role can do:

💡 Tips for Admins

To grant admin access, set “Designated Admin” to “Yes” in the user’s profile.
Use the Admin Tasks page to manage users and reset passwords.
Master Users can access all divisions and account-level settings.