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Manage User Access and Roles

Manage user access within ADAPT by assigning roles and deactivating users when necessary. This section outlines the process for Assigning User Roles, Deactivating Users, and Reactivating Users.

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Reference the User Roles and Permissions section of this guide for a list of each role and their specific permissions.

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Assigning User Roles

Follow the steps below to assign or update a user’s role:

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Step 1. Select the Role Dropdown Field

On the User Management page, find the user whose role you want to update and select the Role dropdown field.

The User Management page displays a list of users with their details and role assignments. The Role dropdown field is highlighted, showing the user's current role as SuperAdmin with a dropdown arrow.
Role Dropdown Field

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Step 2. Select the New Role

Select an available role from the list.

The available roles include:

  • Reader

  • Editor

  • Manager

  • Admin

  • Super Admin

Reference the User Roles and Permissions section of this guide to view each role and their specific permissions.

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Step 3. Confirm Role Change

A modal will display prompting you to confirm the role change.

  • Select Confirm to change the user's role.

  • Select Cancel to keep the user's current role unchanged.

A confirmation modal appears with the title "Please Confirm." The modal contains a message asking, "Are you sure you want to edit this user?" Below the message, there are two buttons: a blue "Confirm" button and a "Cancel" button. In the upper right corner of the modal, there is a "Close" button with an "X" icon.
Confirmation Modal

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Step 4. View Updated Role

After confirming, the user's role will automatically be updated on the page and a success message will display notifying you the user role was changed successfully.

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The role change will not take effect immediately if the user is currently logged in. The user must either log out and back in or wait for their session to expire for the changes to be applied.

On the User Management page, highlighted is a green success message in the top right corner that reads 'User Edit Success – User role was changed successfully.' Below, the 'Role' dropdown field for the user 'Jane Doe' is also highlighted, displaying 'Admin' as the selected role, indicating that the user’s role can be changed.
User Role Changed Success Message

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Deactivating Users

If a user no longer requires access to ADAPT, you can deactivate their account to prevent them from logging in. A deactivated user cannot log in until they are reactivated.

To deactivate a user, follow the steps below:

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Step 1. Select the Deactivate User Toggle

On the User Management page, find the user you want to deactivate and select the Deactivate User toggle.

A user management page displays user details, including name, email, last login time, and role. Highlighted is the "Deactivate User" toggle switch, which is currently in the active position.
Deactivate User Toggle

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Step 2: Confirm Deactivation

A modal will display prompting you to confirm this action.

  • Select Confirm to deactivate the user.

  • Select Cancel to keep the user active.

A confirmation modal appears with the title "Please Confirm." The modal contains a message asking, "Are you sure you want to edit this user?" Below the message, there are two buttons: a blue "Confirm" button and a "Cancel" button. In the upper right corner of the modal, there is a "Close" button with an "X" icon.
Confirmation Modal

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Step 3. View Updated Status

After confirming, the user's status will change to Inactive and display the Activate User toggle. A success message will also display notifying you the User status was changed successfully.

On the User Management page, highlighted is a green success message in the top right corner that reads 'User Edit Success – User status was changed successfully.' Below, the 'Inactive' status label for the user 'Jane Doe' is highlighted, indicating that the user is currently inactive. To the right, a red toggle switch labeled 'Activate User' is also highlighted, indicating that the user can be reactivated.
Inactive User Status and Activate User Toggle
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Deactivation will not take effect immediately if the user is currently logged in. The user must either log out and back in or wait for their session to expire for the changes to be applied.

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Reactivating Users

If a deactivated user needs access again you can activate their account.

To activate a user, follow the steps below:

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Step 1. Select the Activate User Toggle

On the User Management page, find the user you want to activate and select the Activate User toggle.

A red toggle switch labeled 'Activate User' is highlighted on the User Management page. The toggle switch is currently in the off position, indicating that the user is inactive.
Activate User Toggle

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Step 2. Confirm Activation

A modal will display prompting you to confirm this action.

  • Select Confirm to activate the user.

  • Select Cancel to keep the user inactive.

A confirmation modal appears with the title "Please Confirm." The modal contains a message asking, "Are you sure you want to edit this user?" Below the message, there are two buttons: a blue "Confirm" button and a "Cancel" button. In the upper right corner of the modal, there is a "Close" button with an "X" icon.
Confirmation Modal

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Step 3. View Updated Status

After confirming, the user's status will change to Active and display the Deactivate User toggle. A success message will also display notifying you the User status was changed successfully.

On the User Management page, highlighted is a green success message in the top right corner that reads 'User Edit Success – User status was changed successfully.' Below, the 'Active' status label for the user 'Jane Doe' is highlighted, indicating that the user is currently active. To the right, a blue toggle switch labeled 'Deactivate User' is also highlighted, indicating that the user can be deactivated.
Active Status and Deactivate User Toggle
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