Parent topic: User Management
Company Admin Overview / User Management

Users

The Users screen is where you add new Connect users, edit existing user information, and delete users from the system.

Add a New User

Follow these directions to add a new user to the system.
  1. From the Users screen, click Commands > New User. The Enter User Information screen appears.
  2. In the First Name field, type the Connect user's first name. This field is optional.
  3. In the Middle Name field, type the user's middle name. This field is optional.
  4. In the Last Name field, type the user's last name.
  5. In the Login Name field, type the user's login name. You can ask the user for a login name before you add the information. If not, make sure you make a note of the login name.
  6. In the SMS Number field, type the user's cellphone number. This field is optional.
  7. In the Password field, type the password. Make sure you make a note of the password.
  8. In the Confirm Password field, re-type the password. If you make a mistake, a dialog box appears to let you know there was a mistake.
  9. In the Departments field, click the checkbox for one or more departments to which the user is assigned. If you select the All Departments checkbox, the remaining department checkboxes turn gray.
  10. From the Security Profiles drop-down list, select the user's security profile. The security profile defines the level of access the user has in Connect.
  11. From the Default Department for Security Profiles drop-down list, select the user's default department.
  12. Click the Disabled checkbox to disable the user's profile.
  13. Click the Seed List checkbox to place the user in the seed list pool.
  14. Click the Save button to save the user profile. The User screen appears with the new user in the list.

Edit User

Follow these directions to edit user information.
  1. From the Users screen, click Actions > Edit. The Enter User Information screen appears.
  2. Make your changes.
  3. Click the Save button to save your edits. The User screen appears.

Delete User

Follow these directions to delete a user profile.
  1. From the Users screen, click Actions > Delete. A confirmation dialog box appears.
  2. In the confirmation box, click OK. The user is removed from the list.
Parent topic: User Management


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