Edit a User's Information, Roles and Permissions
LENS managers have the ability to view and edit a user's information, roles, and permissions (also called "user access levels"). This functionality plays a crucial role in maintaining system security and ensuring users have appropriate access levels.
Can be edited:
Select the View Profile button to edit the following:
Full Name
Position
Email
Select the Manage Boards button to edit Roles, Permissions, and Reports:
Board Roles (Member, Core User, Manager):
Member Access: Can post on the Voice Page, but does not appear in reports
Core User Access: Same as Member Access but is included in reports.
Manager Access: Has full system control, can manage content and review data, and is included in reports.
Board Permissions (Edit Content, Approve Access, View Reports)
Edit Content Access: Can create and edit updates, cards, aims, and other board content, but cannot access the Admin Page or manage board settings
Approve Access: Can approve or deny user requests to access a board
Reports
View Reports Access: Allows users to view the Reports Page for all LENS boards they have access to.
Cannot be edited:
Profile picture
Password
Common Scenarios
Granting Calendar Editing Access
Identify the user on the User Management Page
Select their name and enable the "Edit Content" permission
Assigning Admin Access
Locate the user in the Users Page
Select their name and enable the "Manager" role for full administrative access
Modifying User Permissions
Follow these steps to adjust user roles or permissions within the LENS system:
Navigate to the User Management Page by selecting the three-bar menu in the top left corner of LENS
Use the search bar to locate the user
Select View Profile then Manage Boards under the user's name and email
Check the board(s) necessary via the search bar or check list
Update permissions needed by enabling them on the Roles and Permissions tabs
Roles: Member, Core User, Manager
Permissions: Edit Content, Approve Access
Reports: View Reports
Click Save at the bottom to apply your changes
Refer to the User Roles and Permissions Explained article for to learn more about each role and permission in depth.
Editing Multiple User Permissions
For situations where you need to edit multiple user's roles and permissions at once:
Search and select the users necessary
You will be able to view the selected number of users in the top menu bar
Once all users have been selected, click the Manage Users button to bulk edit
Once you've begun editing, you'll find several features available to help manage user access and board settings.
Roles, Permissions, Reports: Use these tabs to manage the selected access type for the users you've chosen.
Search Boards: Search for a specific board by name or scroll through the list manually.
Select one or more boards, then use the Selected Boards Count above the list to verify the number of boards you've selected.
Sorted By defaults to A to Z, but you can change the sorting order to Z to A.
Any changes made to Roles, Permissions, or Reports will be applied to all selected users.
When you have finished making your changes, click Save at the bottom of the page to apply them.
If you've made changes then click the "X" button or anywhere outside of the Manage Users module (anywhere in the shaded area of the screen) before clicking the Save button, a Save Changes popup will appear. The available options are described below:
Discard: Discards all unsaved changes to roles, permissions, and board selections.
Cancel: Closes the popup while keeping your changes intact, but unsaved.
Save: Saves and applies all changes you have made.
Looking for more support?
We’re here to help — email us at LENSsupport@safeandreliablecare.com or click the Help button on your LENS board.