Manage users

Administrators can add, edit, or manage users. Individuals cannot create their own accounts.

To add a new user:

1. Select Admin > Users. The User Management page appears.

   

2. Click Add User. The Add New User page appears.

   

3. Do any of the following:

            a.  Enter a First Name, Last Name, and Email.
            b. If you want the user to receive a welcome email, turn the toggle on.
            c. If this user is an LDAP User, turn the toggle on, and enter their LDAP Username.
            d. Select the desired Assigned Department(s).
            e. Select the desired Roles & Permissions.
            f. To set the user's specific permissions, click View/Modify Effective Permissions.

4. Click Save.

To manage an existing user:

1. Select Admin > Users. The User Management page appears.

   

2. Next to the user you want, do any of the following:

   To...	Then...
   Edit a user	Click . The Edit User page appears. Make any desired changes. Click Save.
   Send a welcome email	Click . A confirmation appears.
   Activate/deactivate a user	To activate a user, click . To deactivate a user, click .