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.Manage User Accounts v1.6

.Manage User Accounts v1.6

A System Administrator can manage user accounts using Manage Users/Contacts.  

Why does a System Administrator need to manage user accounts?

Actions which can be performed include:

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

How does a System Administrator access the actions for a user?

The System Administrator uses the Manage Users/Contacts page to access the actions for a user.  Click the Actions link for the user.  

Manage Users/Contacts Page

 

 

The actions that are presented depend on the status of the user's invitation. 

How do you invite a user?

A user can be invited when their invitation is created initially.  Refer to Add New User/Contact page for a description of this process.

If the invitation was created and saved, but not launched, the user can be invited using an Action on the Manage Users/Contacts page.  Click the Actions link, then select Invite from the dropdown list.  An email is sent to the user, inviting them to register and log in.

Manage Users/Contacts Page

 

 

How do you resend the registration email to a user?

If a user has been invited, but has not responded to their invitation email, the invitation can be re-sent by the System Administrator.  Click the Actions link, then select Resend Registration from the dropdown list.  An email is re-sent to the user, inviting them to register and log in.

Manage Users/Contacts Page

 

 

How do you assign the user a new role?

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

Manage Users/Contacts Page

 

 

How do you reset a user's password?

If you want to reset a user's password, you can do this by selecting the Reset Password action.  Click the Actions link, then select Reset Password from the dropdown list.  An email is sent to the user with instructions for how to reset their password.

Manage Users/Contacts Page

 

 

How do you lock a user's account?

If you want to lock a user's account, you can do this by selecting the Account Lock action.  Click the Actions link, then select Account Lock from the dropdown list.  An email is sent to the user letting them know that their account has been locked.  The user cannot log in until the account has been unlocked.

Manage Users/Contacts Page

 

 

How do you unlock a user's account?

If you want to unlock a user's account, you can do this by selecting the Account Unlock action.  Click the Actions link, then select Account Unlock from the dropdown list.  An email is sent to the user letting them know that their account has been unlocked and they can access the system.

Manage Users/Contacts Page

 

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