Minimum Version Required: 23.01
Steps
Adding a new User
1. Type Invite New Users into the Universal Search bar and select theInvite New Users Dashboard.
2. Fill out the new user's information: Full Name, Username, Email, Location, Role.
3. Click the Send Invites button.
4. A pop-up will display indicating that the invite was successfully sent. The user receives a welcome email with a link instructing them to set their password.
5. After an invite has been sent, any pending user invitations can be viewed and managed from this same dashboard.
Edit or deactivate an existing User
1. Use Universal search to navigate to the Users table. This is the table that stores all existing users in your database.
2. To filter the table down to a specific user record, click on the column header Full Name and type the name of the user you want to edit or deactivate into the search box. Once that name appears, select the user's name and click Go.
3. Make updates by selecting the Edit button at the top of the page.
4. To deactivate a user, click the toggle switch next to the Active field. This toggles the switch to the left and turns it grey to indicate that the user's status has been updated to Inactive.
5. Click the Save Changes button at the top of the screen.
Fields And Definitions
* = required field
Role - Roles are used to define a set of permissions for each user