Users

Contents

Overview

Users are the login credentials that have access to the account.

Creating A User

  • Click Add in the upper right
  • This opens the Create User window
  • Fill out the user's First Name, Last Name and Username
  • Select a User Type from the dropdown menu
  • Set a Password for the user and confirm it
  • Enter the user's Email and Phone
  • Choose Groups for the user
    • Note: Choosing Select All will give the user access to all the groups currently created. Any groups created after the user account is active will not include this user
  • (Optional) Enter Comments
  • Click Save

Editing A User

  • Click the Edit (pencil) icon next to the user you would like to modify
  • This opens the Edit User Type window
  • All fields except the Username can be edited
    • Note: If you are editing ADMIN user, the Username, User Type, Password and Email cannot be edited
  • (Optional) Use the Inactive User checkbox at the bottom left of the window to mark inactive users. Inactive users are not deleted, but cannot login until they are changed back to active users
  • Click Save

Deleting A User

  • Click the Delete (trash can) icon to the right of the user you would like to remove
  • This opens the Delete User window
  • Click Delete
  • This will delete the user from the system
    • Note: The master user and the currently logged in user cannot be deleted