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Update a User

Edit User

  • To edit a user, select the user that needs adjustment.

  • A window will appear that will allow you to edit the user's name, email, status and permissions.

  • Edit the user's name or email select the text, erase the previous information then add the new one.

  • Edit user's permissions

  • Remove permissions- uncheck the box next to the permission you would like to remove by clicking the checked box.

  • Add permissions- check the box next to the permission you would like to add by clicking the box.

  • Once edits are completed select the Update button to save the user's information.
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After updating, the edited user must sign out and sign back in to see changes.

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Reinvite User

If the new user has not activated their account you can send them another invite email.

  • Select the desired user.

  • A window will allow you to edit the user's name, email, status and permissions.

  • select the “Resend invite” text next to the user’s status.

  • A new sign up email will be sent to the email on file.

Reinvite user

Deactivate User

  • To deactivate a user, select the desired user.

  • A window will appear allow you to edit the user's name, email, status and permissions.

  • Click the toggle switch next to status, this will deactivate the user.

  • Once edits are completed select the Update button to save the user's information.

  • Back on the user page the user will show disabled.

caution

Deactivation is not automatic, the deactivated user must sign out for deactivation to be complete.

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Reactivate User

  • To reactivate a user, select the disabled user that you would like to reactivate.

  • A window will allow you to edit the user's name, email, status and permissions.

  • Click the toggle switch next to status, this will reactivate the user.

  • Once edits are completed select the Update button to save the user's information.

  • Back on the user page the user will show active.

deactivated user