Process to change a user's role in GraspDATA.
When a change is needed to a user’s role in GraspDATA, they will need a new login for the new role. They can have more than one login with different roles, but each username will need to be unique. You can keep their existing login and create a new one for the new role under a different username, or you can create a new login and delete their existing one. Anyone with an Agency Admin login to www.graspdata.com can add and delete users and corporations.
If you are going to create a new login and delete the existing one, your Agency Admin will want to first check to see if the existing user has any scheduled batches set up under their login. We recommend running report #179 - Agency User Activity Report By Login Date (if you are on a dedicated server the report number may be different, but can be found by searching for the report name). This report includes all users, their login activity, the number of reports in their library and history, and if they have any scheduled batches.
When a user is deleted, the Agency Admin will see a pop-up box to 'reassign user's data to:'. They will select a user from the drop-down list and the batch(s), and user data, will then be moved to be under that user's login. If the user that is to be deleted has batches that they want under their new login, you will need to create their new login first (cannot be what they currently use), then delete the old login and re-assign their data to be under their new login. Please note, Dashboards and Report Packages do not move and if the user has any reports marked as ‘Favorites’, that indicator will not be saved under the new user.
Please click here to access our Delete User in GraspDATA - Agency Admin Steps page
Please click here to access our Create or Edit a User (Admin steps) page