This section will display all the users on an account. The Name, Email Address, User Type, Status, Department, Last Login, and Mobile Number of users will be displayed on this page.
Add a User
(Super Admin access needed)
- Go to the Settings Tab
- Click Add New User
- Add the User details (First Name, Last Name and Email required)
- Select a User Role
- Click Add User
New Users receive an activation email to set up a password.
There are multiple edits you can make to a user:
- Email Address
- First and Last name
- Manager (if regular or admin user)
- Role (Cannot be changed if user is Super Administrator or account owner)
- Mobile Number (Optional)
- Department (Optional)
- Title (Optional)
- Status: Set to Active or Inactive
Share Documents with Department Administrators
Allow specific users to share documents with Department Administrators.
Allow Secured Field Access
Allow a specific user to have access to secured fields or not.
Delete a user from Account Users and transfer any assets to another user with the same user level.
Send new password link
This action will send a link to the user’s email address to set a new password.