How do I add, edit, or delete a user?

These functions are available to authorized users only.

Add a New User

1. Click the Admin tab.
2. Hover over Users and select Add from the list. 
3. On the Add User screen, enter the following information. 
   
   • Name of the User.
   • Email address associated with the User – temporary password information will be sent to this email address.
   • User ID – 8-50 character alpha-numeric id. Special characters cannot be used.
4. Click Help to determine the appropriate access level for each individual user. 
5. Click Save to create the user record. 

Edit, delete or deactivate an existing user

1. Click the Admin tab.
2. Hover over Users and select Search from the list. 
3. Enter the User id and/or the full or partial User Name.
4. Click Search. 

If the search query displays more than one User, double click on the correct username or highlight the name and click View.

5. Make any necessary changes to the user record and click Save. 

Deleting an Existing User

To delete a user, click Delete. Deleting a user is permanent and cannot be undone. 

Deactivating a User

If you would like to temporarily deactivate a user, change the Status field in the list to Inactive and click Save.  Inactive users can be reactivated at any time by an authorized user at your organization.