User & Role Management

Available in: Professional and Enterprise

Users represent your organization's employees or affiliates. Users are assigned a role and Organizational Unit.

Users

Creating a User

In the Admin Console, from the User Management menu, click the Add User button
Enter required fields such as name, email, organization, time zone and role
From the Password Setup box, select an initial password method
1. If the user is to set up their own password, they'll need to confirm their email address by clicking an activation email link
Click Submit

Editing a User

In the Admin Console, from the User Management menu, search for and select the user you wish to edit
From the user details screen, click Edit
Change user details and click Update

Resetting a User Password

In the Admin Console, from the User Management menu, search for and select the user you wish to perform a password reset
Click the Password Reset button
Follow the prompts to select a password reset method

Resending an Activation Email

If the user was created with the Password set by user option, they'll need to click the activation link in an email prior to accessing the system, at which point their Account Activation status is changed to Verified
In the Admin Console, from the User Management menu, search for and select the user you wish to resend an activation email to
Click the button to Resend Activation Email

Roles

Roles are permission groups used to control access to your data. Each user must be assigned a role.