Users
Once your site has been created, any number of users can be added. They will need to be given roles. A role is a set of permissions that tells what the user is allowed to do both on or with a site. Roles may include the permission to create other users. This way, others can add new users to the system.
Opening the User Administration
- Click on the Administration dropdown arrow on the left-hand side of your screen. Then select Users.
- This will bring up the Users Administration.
Adding a new User
- Click the Add a new User button.
- This will enable all the fields in the right panel.
- User Information:
- Fill in all the fields with information about the new user.
- Password Recovery Information:
- Enter a secret question and answer for the new user. The new user will be given the opportunity to change this, along with their password, the first time they log in.
- User Roles:
- Select a role, or roles, for the user. Each role has a pre-defined set of permissions.
- Click here to learn more about roles. Click here to learn more about permissions.
- When complete, do one of the following:
- Click Apply to save changes and remain in the User Administration screen. You will see a message saying that your user was saved.
- Click Done to save the new user and exit the screen.
- Click Cancel to exit the screen without saving the new user.
Search for an Existing User
You may use the Filter button to search for a user. You can filter by child sites, or by users.
- To filter by child sites:
- Begin typing the child site name into the "Child Site" field.
- A list of child sites will populate as you type.
- Click on a child site. You will see a list of all the users for that child site.
- To search for a user of the parent site:
- Type a part of either the User Name, First Name, or Last Name of the user into the "Filter Users" field.
- Click the Filter button. It will bring up a list of users.
- Please note that only 10 users will display at a time. You may use the arrows and numbers, as seen below, to navigate through your list of users.
Edit an Existing User
- In the list of users in the left panel, click on the user you need to edit.
- The information stored for that user will populate in the fields in the right panel.
- Make the desired changes, then click Apply.
- The username cannot be edited.
Delete a User
- In the left panel in the list of users, click on the user you need to delete.
- Click the Delete button.
- A warning box will pop up. Click OK.
- You will see a confirmation message saying that the user was deleted successfully.
Reset a User's Password
There are two ways to reset a user's password. One is by using the Reset Password button to automatically generate a new password that is emailed to the user. The second option is to manually enter a new password for a user by editing the user information.
- Reset Password Button:
- In the left panel in the list of users, click on the user. The information stored for that user will populate in the right panel.
- Click on the Reset Password button.
- The system will automatically apply a new password and email it to the email address listed in the "Email" field.
- Manually Enter New Password:
- In the left panel in the list of users, click on the user. The information stored for that user will populate in the right panel.
- Enter a new password into the "Password" field, then enter it again into the "Confirm Password" field.
- DO NOT click the Reset Password button.
- Click the Apply button to save the new password.