This article covers how to invite a person to join your team on Confident LIMS, and how to manage or remove existing users on your team.
In this article:
Invite a Teammate
Follow these steps to invite a person to join your team on Confident LIMS:
Step 1: Go to Team Settings
Go to Settings and Laboratory, then click the Team tab. Alternatively, click here for a shortcut.
Step 2: Add and invite user
From here, click on Add New User towards the top right of the list of current team members:
A pop-up will appear to confirm the new team member's email address and role:
Once you click Invite User, an email will be sent to the specified email to join your Organization.
Step 3: User accepts your invite
Once the new user accepts the invite, he or she will have access to your Confident LIMS account.
Remove a Teammate
Follow these steps to remove a user from your team on Confident LIMS:
Step 1: Go to Team Settings
Go to Settings and Laboratory, then click the Team tab. Alternatively, click here for a shortcut.
Step 2: Remove user
From here, find the name of the team member you'd like to remove and click Remove towards the right of the grid under the Action column.
Update a Teammate's User Permissions
Follow these steps to update the permissions for a user on your team on Confident LIMS:
Step 1: Go to Team Settings
Go to Settings and Laboratory, then click the Team tab. Alternatively, click here for a shortcut.
Step 2: Update the user's permissions
From here, find the name of the team member you'd like to update and select the appropriate role in the dropdown under the Role column.
There are 3 types of roles a user can have on Confident LIMS:
Admins: have full access to the entire organization, and can add other admins, users and viewers. Additionally, admins are the only users who can Complete an order.
Users: can add clients and can create and edit orders. However, they can't Complete an order. Additionally, users can't access organization settings. This means users can't edit your lab's menu or delivery options.
Viewers: can see all details about orders, reports, and clients, but can not edit anything or view settings.
At this time, only a member of the Confident LIMS team can change the Owner of your account. To request a change, reach out to Support here.
If you plan on setting up multiple organizations in Confident LIMS, we'd recommend you read through Create New Organization after completing this guide.