Configuring User Types

User types grant access to O4 and/or Legacy OASIS. User types can be changed at any time, but any changes that are made will affect billing. For more information, please contact OASIS Sales at Sales@OasisSalesSoftware.com or 501-843-6750. Note: to set up a user type, a user must have admin access to Users. For more information, click here.

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. Select the "General" tab.

6. Select a user type from the "User Type" drop-down menu.

• Legacy Only- user can access Legacy OASIS, but not O4
• O4 Only- user can access O4, but not Legacy OASIS
• Hybrid (O4/Legacy)- user can access both Legacy OASIS and O4
• API Access- user can access O4 via API only
• OASIS Service- user is used only for the set up of services in OASIS requiring email notifications, such as Conversations, and cannot access Legacy OASIS or O4

7. Select "OK." Note: users may need to restart OASIS for these changes to take effect.