Overview
Control user access to your account by viewing existing users, adding new users, updating user information, and removing users when access is no longer needed.
Managing Users
Viewing Users
To view and search existing users:
Go to User/Role Management > User Management.
Browse the user list or use the search function to find specific users.
Adding Users
Prerequisite: Ensure appropriate roles are defined before adding users. |
To add a new user:
On the User Management screen, click Add User.
Enter user details:
First name
Last name
Email address
Assign roles:
Select appropriate roles from the dropdown menu.
Multiple roles can be assigned if needed.
Use the search box to quickly find specific roles.
Click Save to create the user and apply selected roles.
Updating Users
Editing User Information
To modify user details:
Find the user in the list
Click the edit (pencil) icon next to their name.
Make changes in the Edit User dialog.
Click Save to apply changes.
Resetting a User's Password
NOTE: The user can reset their own password from the login screen. You might want to reset it yourself if there is suspicious activity.
To reset the user's password:
Find the user in the list.
Click the reset password icon next to their name.
The system automatically sends a password reset email to the user.
Removing Users
Warning: User deletion is permanent and cannot be undone. You can recreate a user with the same name and email later, but you must reassign all roles. |
To delete a user:
Find the user in the list
Click the trash can icon next to their name
Confirm deletion by clicking Yes when prompted