User Creation
User creation and management can be found on on the user tab (red). The user tab is only available for account administrators.
To add a new user or contact, select the add user button (green).
When creating a new user there are several fields that need to be added. The top portion of the demographic fields are required for creation. Included in demographics are opt in system generated emails that the system will send to this contact/user if selected (red).
Below the demographics is the user creation information (green). If you would like this contact to be able to log in to the system, you must fill out all login details. Without doing so would only make them a contact with no system access. Select the appropriate user type and role. Once you save, this user will receive two emails with their login credentials automatically.
Managing Agency Users
As an agency admin, it will be your responsibility to activate and inactivate users. To inactivate a user, click the green status switch and fill in the prompts given (green).
To view inactive users, make sure to select the filter status inactive (red) and click apply. You may also reactivate a user by switching their red status switch to green.
Agency users may at time need a password reset or get locked out of their account. A user becomes locked after 4 incorrect login attempts.
As an agency admin you can quickly address these issues. By hovering over the ellipsis which will display the options to unlock or reset password.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article