Managing Users
| Items available to view and edit on the User Management page depend on your permissions. Some of the things described in this section might not appear on your screen. For more information, see User Roles and Permissions. |
The Manage Users page enables you to view and edit user roles associated with relevant permissions. From the Account menu, choose User Management. The Manage Users page appears and displays a list of users organized by:
■Name—the user’s full name.
■Login ID—the ID used to log in to the Partner Interface.
■Role—the user’s role is set by the administrator and contains a set of permissions that govern what the user can see and do in the Partner Interface.
■Status—if the status of the user is Not Activated, you can click the envelope icon to activate them. Clicking the envelope icon sends a PIN to the user, who will need it to log in and activate the account. If the status is Locked, an administrator can unlock it by clicking Unlock.
To delete a user, click the x in the row that corresponds to that user.
Editing User Information
The final column in each row of user names contains an Edit button for users that can be edited.
To edit user information:
Step 1 On the Manage Users page, Click Edit in a user’s row. The View User page appears. User information and permissions for this user are displayed.
Step 2 Click Edit.
Step 3 Edit the information in the following fields:
■Title—required.
■First Name—required.
■Last Name—required.
■Mobile—required.
■Phone—landline phone number.
■Ext—extension of the landline phone number.
■Email—required.
Step 4 Click Update.
Adding a New User
To add a user:
Step 1 On the Manage Users page, click Add User. The Add New User page appears.
Step 2 Enter user information:
■Title—required.
■First Name—required.
■Last Name—required.
■Login ID—required. Unique ID for logging in to the Partner Interface.
■Mobile—required.
■Phone—landline phone number.
■Extension—extension of the landline phone number.
■Email—required.
Step 3 Choose one of two user roles: Account Admin or Associate. The permissions associated with each user role are shown on the screen.
Step 4 Click Save.
