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Manage User Privileges

Manage employee access within their AR accounts, adjust privileges for active users and set defaults for new ones.

Updated over 2 months ago

Update Active User Privileges

1. Log in to Aesthetic Record on the web.

2. Click the Settings Gear in the top right.

3. Click "Teammates" on the left side.

4. Click "Users" from the dropdown menu.

5. Look for the user's profile and hit Edit on the right.

6. Click "Manage Privileges"

7. Once here, check or uncheck what you want them to have access to.

Alert: Important note: Once you save with any updated changes, please ask the user to log out and log back in so the change(s) will take effect.

Default User Privileges for future users added to your account

8. To update the default privileges of future users, click on Settings > Teammates > User Controls (not Users).

For example, you want to add a new user today and will choose Admin as their role. They'll have access to all the features whose checkboxes are ticked under Admin on this page.

9. Select the role you want to edit.

Important Note: If you edit the User Controls here, it will only affect FUTURE users, it will not change any privileges for users currently in the system.

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