User Management

  • Change Another User's Password

    1. Navigate to the "Users" section2. Click "User Management"3. Select the user you wish to edit4. Click "Edit User"5. Scroll down, then click "New...

  • Change a User's Role, Department or Job Type

    1. Navigate to "Users"2. Click "User Management"3. Select the user you wish to edit4. Click "Edit User"5. Click "Role" to change the user's role6....

  • 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...

  • Activate / Deactivate Users

    1. Click "Users Roles & Permissions"2. Click "User Management Manage all users"3. Select the user you wish to deactivate or activate4. Click...

  • Inviting Multiple Users (Multiple User Types)

    1. Click "Users Roles & Permissions"2. Select "File Upload"3. Click "Download Template" and open the file4. Click on the blue box to select a file...

  • 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 the...

  • Inviting Multiple Users (Same User Types)

    1. Click "Main Dashboard"2. Click "Users" on the left-side menu3. Click "+ Bulk Invitation" to invite multiple users at the same time4. Type a "Batch...