Create and Edit User

Adding a User

To add a user, click on the “Users” icon in the left side menu of Boréalis application, then click on the "Create" button and fill in the form.

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When creating a new user account, it is possible to check the checkbox "Create as a staff member" to automatically create a record in the staff members register.

Assigning Profiles to Users

Assigning profiles to users provide them with access to the different modules of the system and allows them to perform specific actions (e.g data entry, manager, guest, etc.)

Assigning Projects to Users

Once a project is created, rights to access data referring to this project can be provided to users.

Assigning projects to users provide them with access to specific data. This is what is called data segregation.

For each existing projects, there are two groups: “Read-only” and “Full access”. Someone who has the “Read-only” option for a project can only read the information from that project, while someone with the full access option can create and edit information. Press the Save and view or Save button on the form to finalize the work.

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