Account Users

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.

User Levels

Add a User

(Super Admin access needed)

1. Go to the Settings Tab
2. Click Add New User
3. Add the User details (First Name, Last Name and Email required)
4. Select a User Role
5. Click Add User

New Users receive an activation email to set up a password.

Actions

Edit

There are multiple edits you can make to a user:

1. Email Address
2. First and Last name
3. Manager (if regular or admin user)
4. Role (Cannot be changed if user is Super Administrator or account owner)
5. Mobile Number (Optional)
6. Department (Optional)
7. Title (Optional)
8. 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

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.

Team Document Security