User Accounts - Creating, Editing, Removing, and Resetting Passwords

User Accounts - Creating, Editing, Removing, and Resetting Passwords

Our platform allows you to add/edit users in your account and set permissions based on user roles.


How to Add a New User to Your Account:

  1. Click on Settings and select Users from the dropdown menu.



  2. Click Add User at the top of the page.



  3. Enter the user's information for the new account you are creating. Fields with an asterisk (*) are mandatory. Click Submit when you are finished.



    Info
    Note
    The new user will receive a welcome email with instructions on how to set up their password to log in.

Updating a User Account:

  1. Click on Settings and select Users from the dropdown menu.



  2. Click the Edit icon under the Action column to edit the details of an existing account.



  3. From here, you should see information such as Name, Email, Contact Number, Department, User Role, etc. You can also set the account as either active or inactive in the User Status dropdown.

Resetting a Password:

  1. Click on Settings and select Users from the dropdown menu.



  2. Click on the Reset Password icon under the Action column.



    An email will be sent to the user with instructions on how to reset their password.

Removing a User:

  1. Click on Settings and select Users from the dropdown menu.



  2. To remove a user, click on the Delete icon under the Action column.



    A confirmation message will pop up asking if you are sure that you want to remove the user. Click Yes to confirm and the user will be removed.

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