Managing Users

Adding New Users

To add a new User, click on + Add New User (SA-55.1). A pop-up window will open up with all the User information that needs to be filled out (SA-55.2). Once all pertinent information has been filled out, the System Administrator or Administrator can either click on Save (SA-55.3) to add the new User to the system without notifying the User, or they can click on Save & Email User (SA-55.3) to add the new User to the system and notify the new User via email.

SA-55: Adding a New User

Editing Existing Users

To edit an existing User, the System Administrator or Administrator will click on Edit under the Edit column, as shown in SA-56.4. A window will pop up with the User information (SA-56.5) that can be edited or changed. From here, the System Administrator or Administrator can also reset the User’s password either by clicking on either of the Reset Password or Reset Password & Email User buttons (SA-56.6). Clicking on the Save button or the Save & Email User button (SA-56.6) will save these changes. To cancel these changes, click on the X icon (x-mark icon) (SA-56.8).

SA-56: Editing an Existing User

Deleting Existing Users

There are two ways to delete existing Users:

One user a time
Multiple users at one time

To delete one User at a time, click on the ✘ icon (x mark icon) (SA-57.9) of the desired User. This will cause a window to pop up that will ask for confirmation on deleting the selected User, as shown below in SA-58. Clicking OK will delete the User, while clicking Cancel will not delete the User. To delete multiple Users, check the box of each desired user record, as highlighted in SA-57.10. Once the User or Users have been selected, click on the Delete button (SA-57.11). This will generate a pop up to confirm the deletion (SA-59). Clicking OK will delete the user or users, while clicking Cancel will not delete the user or users.