User Types for OASIS

User types control a user's access to O4 and Legacy OASIS. User types can be changed anytime, but changes may affect billing. Before making changes, please contact OASIS Sales by emailing  sales@oasissalessoftware.com or calling 501-843-6750. To learn more about O4, read our What is O4? help article.

Requirements:

• Users must have Admin access to Users to assign a user type.

Defining User Types

There are four standard user types: Legacy, O4, Hybrid, and API Access.

	Note: There is a fifth user type called OASIS Service. The OASIS Service user type is used for the Notification Account in O4. It allows companies to send email notifications from a generic company email rather than a user's email.
If assigned the OASIS Service user type, users cannot log in to either platform or create API calls.

O4 Dashboard Implications

User types also control access to the O4 Dashboard. The O4 Dashboard is a user interface inside Legacy OASIS that allows users without O4 access to experience select O4-exclusive features, such as Tiles. 

• The O4 Only or Hybrid (O4/Legacy) user type disables the O4 Dashboard. Clicking the O4 Dashboard will open your O4 instance in a new browser window.
• The Legacy Only user type enables the O4 Dashboard. Clicking the O4 Dashboard will open a new Legacy OASIS window that displays the O4 Dashboard interface.

Assigning a User Type

User types are assigned inside the User Editor. You can assign user types in Legacy OASIS or O4. 

1. Navigate to the Configuration page.

2. Select Users from the drop-down list.

3. Open a user.

4. The User Editor window will appear.

5. Click the General tab.

6. Using the User Type drop-down list, select a user type.

7. Click Ok.