Creating, Editing, & Deleting Users

Modified on Tue, 4 Jun at 7:44 AM


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Note: Only Owner and Admin roles can manage users.

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. 


Delete Users

  • Click the red trash can to delete outdated users. 
  • Once a user is deleted, it cannot be restored. You can create a new user with the same email address, but all historical data will be lost. 

Change Email Address or Phone Number

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

 

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