User Management
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Change Another User's Password
1. Navigate to the "Users" section 2. Click "User Management" 3. Select the user you wish to edit 4. Click "Edit User" 5. Scroll down, then click "New...
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Change a User's Role, Department or Job Type
1. Navigate to "Users" 2. Click "User Management" 3. Select the user you wish to edit 4. Click "Edit User" 5. Click "Role" to change the user's role...
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Edit User Information
Edit User Information 1. Click "Users Roles & Permissions" 2. Click "User Management Manage all users" 3. Click on the name of the user you wish to...
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Activate / Deactivate Users
1. Click "Users Roles & Permissions" 2. Click "User Management Manage all users" 3. Select the user you wish to deactivate or activate 4. Click...
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Inviting Multiple Users (Multiple User Types)
1. Click "Users Roles & Permissions" 2. Select "File Upload" 3. Click "Download Template" and open the file 4. Click on the blue box to select a file...
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Add an Individual User
Add an Individual User 1. Click "Main Dashboard" 2. Click "Users" on the left-side menu. 3. Click "Single Invitation" 4. Type the "Email Address" of...
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Inviting Multiple Users (Same User Types)
1. Click "Main Dashboard" 2. Click "Users" on the left-side menu 3. Click "+ Bulk Invitation" to invite multiple users at the same time 4. Type a...
