This article explains how to manage users in Elevate. It includes how to search and organize user records, create and update users, duplicate existing users, and manage account status through activation and deactivation.
Important Note:
This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 Account and User Management guide instead.
View Users
View the list of users in Elevate. Users are displayed in alphabetical order by the Full Name column by default.
Sign in to your site.
Select Admin Tools:
Select User Management:
View the list of users:
Note:
The user list can be adjusted using the following options:
Select the Results Per Page option to change the number of users displayed on the page:
Selecting a column header to sort the list in ascending or descending order by Reference #, Registration Date, Full Name, User Type, Status, or Email:
Search Users
Search for a specific user using the available search options. Search results update to display matching user records.
Sign in to your site.
Select Admin Tools:
Select User Management:
Use the Search field to find the record:
Search Users: Enter a name, email address, username, title, registration date, or user type to filter results
Filter By Status: Select a status to filter users
Note:
The data grid updates to display only users with the selected status. To clear the filter, click the X in the field:
Filter By User Type: Select a user type to filter users
Note:
The data grid updates to display only users with the selected user type. To clear the filter, click the X in the field:
Add a User
Add a new user account. User accounts control access to modules, features, and permissions within the system.
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Select Admin Tools:
Select User Management:
Click the Add User button:
Enter user information:
Important Note:
Required fields are marked with a red asterisk. Users cannot save the record until all required fields are completed.
First Name (Required): Enter the user’s first name
Last Name (Required): Enter the user’s last name
Phone (Required): Enter the user’s phone number
Email (Required): Enter the user’s email address
Address (Required): Enter the user’s primary address
Address 2: Enter additional address information, if applicable
City (Required): Enter the user’s city
State (Required): Select the user’s state
ZIP (Required): Enter the user’s ZIP code
Reference Number: Displays the system-generated reference number for the user
Timeout: Enter the user session timeout value
Municipality (Required): Enter the municipality associated with the user
Title (Required): Enter the user’s job title or role
Clock Format: Select the preferred clock or time format for the user
Access Requested: Select the type of access requested for the user
Status (Required): Select the current status for the user account
Intended Use of System: Enter notes describing how the user will use the system
Check this box to make this a Bluebeam Revu user: Select to enable Bluebeam Revu access for the user
Upload Signature: Upload a signature image for the user
Click to Upload: Select a signature image file to upload
Clear: Remove the selected signature image before uploading
Upload: Upload the selected signature image
Note:
The supported file types for uploading a document are as follows: JPG, JPEG, PDF, PNG, GIF, DOC, DOCX, PPT, PPTX, XLS, XLSX, TXT, HEIF, HEVC, CSV, MP4, TIF, MP3, MOV
Click the Save and Add User button:
Edit a User
Update an existing user's information, access settings, roles, or permissions. Changes are applied to the user's account after they are saved.
Sign in to your site.
Select Admin Tools:
Select User Management:
To edit a user, click the Pencil icon:
Edit the user, as needed:
Click the Save Changes button:
Note:
The Roles & Permissions tab controls what a user can access. From this tab, you can update the user's access status, assign a role, and grant module-specific permissions, including add, edit, read-only, and delete access.
Deactivate a User
Deactivate a user account to prevent the user from accessing the system. Deactivated users remain in the system and can be reactivated later if needed.
Sign in to your site.
Select Admin Tools:
Select User Management:
Click the Deactivate icon next to a user:
On the confirmation window, click the Deactivate User button:
User is now deactivated. The Deactivation button turns into a Reactivation button:
Important Note:
Once deactivated, the user will not be able to log in.
Reactivate a User
Reactivate a previously deactivated user account to restore access to the system. The user can sign in using their existing account information once reactivated.
Sign in to your site.
Select Admin Tools:
Select User Management:
Click the Reactivate icon next to a user:
On the confirmation window, click the Reactivate User button:
User is now reactivated. The Reactivation button turns into a Deactivation button:
Important Note:
Once the user is reactivated, they will be prompted to reset their password before they will be able to log in.
Print the List of Users
Download to print the current list of users for reporting, review, or record-keeping purposes. The list can be exported in multiple formats.
Sign in to your site.
Select Admin Tools:
Select User Management:
Click the Print button:
Select a file format for the printed list:
CSV: Downloads the list as a CSV file that can be opened in spreadsheet applications
Landscape: Downloads the list as a PDF file in landscape orientation, which is useful for wider tables
Portrait: Downloads the list as a PDF file in portrait orientation, which is useful for standard document layouts