Related Articles
Employee Designation
To designate a user as an employee, click on “User Management” and search for the user account; hover over the Action icon to the left of the user, & select “Edit”. Toggle the “Is user an Employee” to “Yes” and click “Save” or “Next.” If employee ...
Adding a User Account
Suggestion: Search for the user account in User Management prior to creating a new account to ensure there is not an existing account previously created. To add a new user account, click on "User Management"; then, click the "+" in the upper/right. ...
Add User Account
(Best Practice: Search for the user account in User Management prior to creating a new account to ensure there is not an existing account previously created.) To add a new user account, click on “User Management”; then, click the ...
Activate/Inactivate User Account
To make an account active/inactive, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “Make Active” or “Make Inactive”. Based on the status of the account, only one of the ...
Editing a User Account
To edit a user, click on "User Management" & search for the user. Next, hover over the Action icon to the left of the user, & select "Edit". Make changes to the Profile/Role/Additional Information section as needed; then, click "Save".