The Users tab is where you can add a new user, view user information, change user information or delete a user. The main user screen displays an overview of all Connect customers and some key information.
Create a New User
The administrator can create a new user on the Admin>User>Users tab. Follow these directions to create a new user.
- From the Users tab Users screen, click the Create a New
User button. The Enter User Information screen appears.
- In the First Name, Middle Name, and Last Name fields, type the user's name. The middle name is optional.
- In the Login Name field, type the user's login name. Make a note of the login name to give to the user.
- In the Email Address field, type the user's email address.
- In the SMS Number field, type the user's cell phone number.
- In the Password and Confirm Password field, type a temporary password. Make a note of the password to give to the user.
- In the Department field, select the department from the drop-down list.
- In the Security Profiles field, select the user's profile from the drop-down list. This field controls the user's access.
- If the account is part of the seedlist, click the Seedlist Account check box.
- Click the OK button. The user is added to the user list and the User screen appears.
Edit User
Follow these directions to edit an existing user.
- From the Users tab Users screen, click the edit icon
on the user's row you want to edit.
The User Information screen appears. - Make your changes.
- Click the OK button to save your changes. The User screen appears.
Search for a User
If you want to make changes to a specific user, you can search for the user. The search fields appear above the user table. Follow these directions to search for a user.
- In the Search by field, select the criteria from the drop-down list.
- In the For Value field, type the entire value or a part of the value.
- Click the Include seedlist users check box to include those users.
- Click the Go button. The results appear in the list.
Disable Account
Follow these directions to disable an account.
- From the Users tab Users screen, click the edit icon
on the user's row you want to
disable. The User Information screen appears.
- At the bottom of the screen, click the Account Disabled checkbox.
- Click the OK button. The account is disabled and the User screen appears.
Delete User
Follow these directions to delete an account.
- From the Users tab Users screen, click the delete icon
on the user's row you want to
delete. A confirmation box appears. - In the confirmation, click the OK button. The user is removed from the list.