Users Roles Permissions

To edit or create users, navigate to "Administration" - "User Management"

You will be taken to a list of all application users.

Edit an Existing User

Click on their name in all user list. You will be taken to a read only page of their user profile.

To Reset their Password - Click "Reset Password".

To Edit their Profile Information - Click "Actions" - "Edit".

The following fields are available on the user edit screen:

• Organization
• First Name
• Last Name
• Display Name
• Email Address
• Cell Phone
• Alt Phone
• Active Profile Flag
• Roles
• Default Country
• Default Language
• Default Time Zone
  Bold fields are required.

Add a New User

Click on "Actions" - "Add".

The following fields are available on the user create screen: - First Name - Last Name - Email Address - Cell Phone - Active Profile Flag - Roles - Password - Confirm Password
Bold fields are required. Click save when finished editing.

User Permissions

A user's permissions are determined by the Role they have been assigned. A User may only have one role assigned.