Managing Users

If you are an Administrator of your account you will have the ability to manage users on your account and any sub accounts you may have. You do this by navigating to the Accounts page from the Home menu. Your account will be selected by default, to select a different account (if applicable) click the account name button as shown below and follow the steps as shown in the Switching the Account View section:

Select the Users option from the left hand navigation to show all users on that account:

To edit a user simply click the button to the right of the user you wish to edit. To delete a user, you should first click the button to the right of the user, you will then see the option to delete the user. You can create a new user by clicking the button:

Email Address: Email address for the user - this is also their login username for the portal Password: Initial password for the user: New users will be prompted to change their password on first use. All users will be prompted to change their password every 60 days since the last password change. Passwords are required to conform to the following rules:

First Name: The users first name Last Name: The users last name User Type: each types provides the user with different permissions:

• Administrator: This user has access to all functionality on the portal

• Standard: This user has access to all functionality except the 'Accounts' section, also they can use Service Templates but they cannot create their own

• Pulse Only: This user only has access to the Homepage and Pulse reporting

• Read Only: This user has read only access to all sections apart from the 'Accounts' section

To complete creation of the user click

How do I unlock a user account?

If a user account is locked. You can unlock their account by clicking the edit button and then changing the Status to 'Active' and clicking 'Save'.