Creating, Editing, & Deleting Users

Note: Adding, Editing, or Deleting users can only be done by users with an Admin Role.

How to Create a New User:

1. In Breakthrough, navigate to the top right and click the Settings gear, then click Users.
2. Click Add New.
3. Enter the User's First Name and Last Name.
4. Enter their email address, which will also be their login ID.
5. Select the appropriate User Role.
6. Choose which locations the user will have access to and select a Default Location.
7. Confirm notification preferences, then save to create.
   
   

Within 5 minutes, new users will receive an email with a link to set their password and log in. If the email is not received within 5-10 minutes (don't forget to check spam folders!) reach out to support@getbreakthrough.com for help. 

How to Delete a User: 

• Simply click the red trash can to delete outdated users. 
• Once a user is deleted it cannot be restored but you can create a new account with the same email address.

How to Edit a User:

• From your Users view in Breakthrough, click the pencil icon to the right of the user you want to edit.