User Management Guide
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This guide outlines how to manage users within the Admin Panel, including creating, editing, deactivating, and managing passwords for user accounts. Not all users will have access to the User Management Panel - the System Admin user is the exception.
Accessing the User Menu
To perform any of the actions below, you must first navigate to the correct section:
1. Open the Admin Panel.
2. Click on the Users submenu.
Creating a New User
1. From the Users submenu, click the New User button in the upper right corner.
2. Enter the user's Name and Email Address.
3. Set the Password: Enter a password for the user. You can check the option to Prompt user to change password on first login to force a reset next time they sign in.
4. Select a User Group and Role from the dropdown menus.
5. Click the Create User button to finalize the account.
Single-Sign On
SSO Login is only available when enabled for the entire Tenant - speak with support for additional details.
If your Tenant is set up to use Single Sign-On (SSO), a placeholder password is required, but not used.
Editing an Existing User
You can update a user's name, group, or role at any time.
1. Locate the user in the Users panel.
2. Click the Three Dots (...) menu to the right of their name.
3. Select Edit from the context menu.
4. Make the necessary changes to their profile.
5. Click Update User to save your changes.
Password Management
You can manage passwords by sending a reset email or manually defining a new password.
Sending a Password Reset Email
This allows the user to reset their own password via a link sent to their inbox.
1. Click the Three Dots (...) menu next to the user's name.
2. Select Send User password reset.
3. Click the Notify button to send the email.
Manually Resetting a Password
1. Click the Three Dots (...) menu next to the user's name.
2. Select Manually reset password.
3. Enter a new password that meets the security requirements listed below.
Password Requirements
When manually setting a password, it must contain:
- Minimum of 8 characters
- One lowercase** letter
- One uppercase** letter
- One number
- One special character
- No spaces
Deactivating and Reactivating Users
Deactivating a User
1. Click the Three Dots (...) menu next to the user's name.
2. Select Deactivate user.
3. A prompt will appear. Type the word CONFIRM into the text box.
4. Click the Deactivate button.
Reactivating a User
1. Navigate to the Users submenu.
2. Click on the Inactive tab to view deactivated accounts.
3. Locate the user and select the option to reactivate.
4. You will be required to set up a new password for the user immediately upon reactivation.