Add New User
To add a new user:
1. Click the Support Information button located on the lower left-hand side. See the User Types section below for more information.
2. Click the Accounts button on the upper right-hand side of the pop-up box.
3. Click the +Add button, located on the right-hand side.
4. Enter in the person’s First name, Last name and Email address.
NOTE: You can also designate new users as an admin.
5. Click Submit. New users will receive their login instructions via email within 24 hours.
NOTE: If further assistance is needed, please contact customer support at (443) 445-0560. Admins have the ability to add up to 3 additional users. When added, users are defaulted to normal users, however admins also have the ability to grant admin permission to users.
Edit Roles
To edit a user’s role:
1. Click on the user’s Edit button.
NOTE: You must have at least one admin account on the platform.
2. Click Normal User if you wish to change an admin to a normal user profile. Click Admin User if you wish to change a normal user to an admin profile.
Disable Account
You can disable an account to prevent that user from being able to log in. Any previous data or work done by this user will still be in the system. To disable a user’s account:
1. Click the Disable Account button located on the lower left-hand corner of the user’s profile box.
2. A confirmation pop-up displays. Click Submit to complete.
A confirmation pop-up displays and the user’s profile box now displays as red and shows an Inactive status.
Enable Account
To enable a user’s account:
1. Click on the Enable Account button located on the lower left-hand corner of the user’s profile box.
2. A confirmation pop-up displays. Click Submit to continue.
A confirmation pop-up displays to show a successful enabled account and the user’s profile box now displays as blue and shows an Active status.