Managing user accounts

If you’re a centre administrator, you might want to consider setting up accounts for your centre staff, with restricted access to various areas of Interchange. Access is determined by specific ‘user roles’, which are shown below. Instructions on how to set up and amend users’ accounts are shown below.

1. Hover over ‘Admin’ and click ‘Manage centre users’ in the left-hand menu.
2. Click ‘Add new user’ at the top of the page.
3. Complete the form, ensuring the new username is unique to the user you are adding. An initial and surname is the most common username; however, if you have more than one person in your centre with the same initial and surname, you’ll also need to use their middle initial, or add a number, to ensure the username is unique.
4. Click ‘Add’.

1. Hover over ‘Admin’ and click ‘Manage centre users’ in the left-hand menu.
2. Click on their name in the list and select the ‘Roles’ tab.
3. Select the area(s) you want the user to be able to access from the ‘Available Roles’ and/or ‘Role Membership’ boxes.
4. Use the arrows to move the chosen role(s) between the boxes as required.

There are a number of user roles within Interchange and these give access to different areas of the website, as shown in the table below.