User Accounts

Clicking the Settings icon will provide a drop down menu to select User Settings

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Page Overview

• Column Types and Filters

There are three key areas within the User Admin page: [ + New User ] [ Edit User ] and [ Delete ]

Click the image to expand

In the above image, we have a created user selected. At a glance, the information provided to us is as follows:

Field	Description
User ID	The username we have provided to the user, either by their request, or a predetermined username that matches our organization.
Email Address	The contact email provided to submit for password resets.
Full Name	The users full name.
Role	Their selected Role and permissions within the Web Portal
Restrictions	Any abilities that they do not have available to them within the Web Portal.
Last Login	The most recent active time within the Web portal.

After creating our users and selecting their roles, we also have the option to search based on any of these identifiers by selecting the filter icon on the header columns.

We have multiple users available for BJ, but we only want to see a specific BJ.

You may have common names within your organization. In the example image above, we have multiple User IDs for BJ, but we can narrow that down if we only have a portion of the User ID, their Role, or Name by using the filter.

Clicking the filter allows us to enter text to help narrow down our search, removing duplicate entries.

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Adding a New User

For an in-depth guide on how to add a new User to the portal, please follow the link below

Creating New Web Portal Users

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Editing an Existing User

If a user does not have the correct permissions, needs their password reset, or other information needs to be changed, you can edit the user after highlighting them in the table then clicking Edit.

The edit screen is similar to the New User screen with the addition of a Send Reset Email option. This allows us to manually request a password change from the user, sent the the attached email address. Adjusting the role will provide a few different options based on the selection, providing Admins with a few additional tools to manage their users.

The Delete key will remove the User from the list, and you will be prompted to confirm this action. If you accidently remove a user, you will have to reenter their information as if they were a New User.

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Exporting the User List

If you would like a back up of your current user list, you can export it to an Excel format.

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How To Guides

Creating New Web Portal Users