Account Settings

Due to changes in the sales process, we need to determine if an account should grant access to ALL users within an account, or only to specific team members. This is based on what was purchased.

NEED TO ADD SECTION FOR PRODUCTS:

• Need to add a section asking admins to apply products to all users across the account, all users with a specific role, or individual users.
• When individual user is selected, the product drop-down will appear on the Manage Team Members page.

NEED TO ADD SECTION FOR INCIDENT SETTINGS:

• This will function similarly to ABC settings, where admins have the ability to change the elements in the drop downs for both incidents and actions in the Incident Tracking area.
• This functionality will only be accessible to administrative roles.
• If a role 7 makes a change, this change will trickle down to all sub-accounts.
• If a role 6 makes a change, this change will trickle down to all sub-accounts the user is assigned to.
• If a role 6 makes a change, this change will only affect the sub-account the user is assigned to.
• An item cannot be removed if any data is associated. I.e. If Bullying has already been tracked by a user, it cannot be removed from the list.
  • If a user attempts to delete an item that has already been reported, the following message will appear: We are unable to delete this item as it has already been reported on.
• The design will be the same style and format as ABC settings.
• This is the idea:

ACCESS: