Within Users, you are able to create new users of the system, assign specific permissions to them, and reset their accounts if they forgot their password or have not logged in to the system for some time. There is no limit to the number of users so we highly recommend giving each person who accesses the software their own individual login. This increases security for you as it eliminates the use of shared credentials, limits permissions for users who should not have full access to key settings and provides some light user activity auditing. We highly recommend reviewing our article on Best Practices: Managing Users.
You must be an Admin in order to access the User, Settings and Notifications areas.
Add New
Once logged in, go to the Users tab in the left navigation bar.
Click the blue Add Items button at the top of the users grid.
Enter the user's full name and email address.
Select permissions.
Click Save.
The new user will automatically receive a welcome email that contains a link to follow to create a custom password.
Password Resets
You must be an admin in order to access the Users area to unlock usernames and reset passwords.
Once logged in, go to the Users tab in the left navigation bar.
Locate the user that needs assistance.
Before you click the reset button, check the Locked column.
If the username is locked, click the pen icon to edit.
Uncheck the box next to Locked and click Save.
Click the Reset Password button to send a temporary password.
The user will automatically receive an email that contains a link to follow to create a new password.
Reactivate Users
For security reasons, usernames are automatically deactivated for inactivity if it has been more than 90 days since the user's last login. When this happens, an admin user must reactivate the username.
Go to the Users tab in the left navigation bar.
Locate the user that needs to be reactivated.
Click the pen icon to edit.
Check the box next to Active.
Click Save.