Watch the video or read the following text to learn about editing Users:
Add New User: Learn how to add a new User. Learn More >
Update User: Learn how to update current Users. Learn More >
Delete User: Learn how to delete User accounts. Learn More >
1. Select Accounts and then select New User in the upper right of the window.
2. In the pop-up window appears enter: Name, Email, Password, Re-enter Password, Assign a Role (see user role matrix), Contact Person (for reporting), and Authorized Signer (for reporting)
3. Select Save in the lower right to properly save your changes.
1. Select Accounts > User you wish to update.
2. Change the entries in the desired fields.
3. Select Save in the lower right corner.
1. Select Accounts > User you wish to delete.
2. In the pop-up window, select Delete in the lower left corner.
3. You will receive a message asking if you are sure you want to delete.
4. Click OK to save your changes.