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Client Users

The Client Users screen is the section where you can execute all operations related to system Users. Information related to any User can be added, edited or deleted from that screen.

  • Click on the Client Users menu from the left sidebar under Master Setup on CoolR Portal.
  • You will see the Client Users screen on the right.

Default Asset Screen

Add New User​

Click to the Add button on the Actions ribbon. You will see the User Details Form. Fields marked with Red are mandatory.

Default Asset Form

  • Fill out the information accordingly.
  • Select a role from the dropdown menu to choose from - Client Admin, Sales Rep and Installer.
  • After filling out all the information click to the Save and Close button to save the User.
  • You will see the new user in the Client Users screen. This user will now have access to CoolR Playbook and Portal.

Edit a User​

Doubleclick to the User row which you want to edit. User form will appear.

Default Asset Form

  • Edit the information you want to update on the form.
  • After filling out all the information click to the Save and Close button to save the User.
  • You will see the user with updated information in the User screen.