Overview
Manage your team efficiently by creating new user profiles, assigning specific permissions, and handling account security. We recommend giving each person their own login to maintain a clear audit trail and ensure high security.
NOTE: You must have Admin permissions to access the Users, Settings, and Notifications sections.
Creating a New User
Follow these steps to add a team member to the system:
Navigate to the Users tab in the left navigation bar.
Click the blue Add Items button at the top of the grid.
Enter the user's Full Name and Email Address.
Assign the appropriate Permissions.
Click Save.
The user will receive an automated welcome email with a link to create their password.
Managing Password Resets
If a user is locked out or forgets their password, Admins can trigger a reset:
Go to the Users tab.
Locate the specific user in the list.
Check the Locked column. If it is checked, click the Pen (Edit) icon, uncheck the Locked box, and click Save.
Click the Reset Password button.
The user will receive an email with a link to set a new password.
Reactivating Inactive Users
For security, accounts are automatically deactivated after 90 days of inactivity. To restore access:
Go to the Users tab.
Locate the deactivated user.
Click the Pen (Edit) icon.
Check the Active box.
Click Save.