Adding, editing, or disabling a user

Shannon Mitchell Updated by Shannon Mitchell

Adding a new user

Users can be added by a signed-in user with the administrator role.

To add a new user to a company:

  1. Click Main Menu ().
  2. Click the Users link.
  3. When the Users page opens, click Add user.
  4. In the New user dialogue, enter a user's first and last name, email (username), language preference, role, and password.
    Important: Leave the password field blank to send a password reset email to the user.
  5. Click Create.

Important: The email address entered will be the user’s username.

Important: Exiting the page or clicking the close icon (X) closes the new user dialogue without saving any information.

Editing a user

Users can be edited by a signed-in user with the administrator role.

To edit a user:

  1. Click Main Menu ().
  2. Click the Users link.
  3. Click Edit user () for the user listing you want to edit.
  4. When the User profile page opens, click Edit () to change the user’s name, email (username), and language preference.
    1. To edit the language:
      1. Click the language dropdown arrow.
      2. Select a language.
      3. Click Done at the top right of the user profile section of the page.
  5. Enable or disable a role by clicking the toggle for the desired role. When a role is enabled, the slider is blue. A user can have more than one role.
    Note: Clicking Help () next to the title opens the permission map dialog, which indicates which roles have which capabilities. This map can be downloaded by clicking download ().
  6. Click Send password reset to send a password reset email to the user.
  7. Click Change password to change a user’s password. 

Disabling a user

  1. Click Main Menu ().
  2. Click the Users link.
  3. Scroll to the bottom of the page and click Disable account to disable the user’s account.

Note: You cannot delete a user. You can only disable a user’s account.

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