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Why does a System Administrator need to manage user accounts?

Actions which can be performed includeSystem Administrator need to manage user accounts in order to perform the following actions:

  • Invite
  • Resend Registration
  • Assign New Role
  • Reset Password
  • Reset e-PIN
  • Account Lock
  • Account Unlock

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To navigate to the Manage Users/Contacts page, click on the Menu icon and select "Manage Users/Contacts" under Users/Contacts or click on "Manage Users/Contacts" on the Quick links bar.


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This displays the Manage Users/Contacts page as shown below. For any user, click on the Actions link.  

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Another option to access actions for the user is via Elasticsearch Contact Search category search related actions. Similar to Manage Users/Contacts, the actions that are presented in Contact Search is dependent on the status of the user's invitation.


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How do you invite a user?

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If you want to assign a new role to a user, you can do this by selecting the Assign New Role action.  Click the Actions link, then select Assign New Role from the drop down list.  The

Manage Users/Contacts Page

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 The Invite/Edit User page is presented, allowing the System Administrator to change the user's roles, or other information.

Manage Users/Contacts Page
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How do you reset a user's password?

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