Manage Users UI

The purpose of this UI is for our Client Admin users to be able to maintain their own users. The Client Admin will need to have the appropriate permissions to be able to access the UI. The Client admin will be able to activate, deactivate, edit and clone their own users. Please speak with your Account Services Manager to gain access.

Activate/Deactivate:

Within Manage Users UI, you will see a list of your current users in your database. The Status column will display if the user is active or inactive. Inactivity generally comes from a user’s inactivity over an extended period or if the user was deactivated by a user. If a user is in an inactive Status, you can reactivate them by going to the Actions menu and selecting the Reactivate option. The same actions can be taken if a user is Active and needs to be made Inactive. You can also click Edit from the Actions menu and Activate/Deactivate a user under the System Access header.

Edit:

From the Actions Menu, you can choose to Edit a user. Editing a user will allow you to update Personal Information, Contact Information and Application Permissions along with Application specific permissions.

Clone:

From the Actions Menu, Clone will allow you to create a new user based on a current user.  The new user will assume all the same permissions and access as the user you are cloning from.  From your list of current users, choose the one you want to clone and select from the Actions menu on that person.  It will bring up an Edit screen where you can enter the new user information and SAVE.  An email will be sent to the new user with log in and temporary password instructions.