Users
- 27 Jun 2025
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Users
- Updated on 27 Jun 2025
- 1 Minute to read
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Click Users in the left panel to open the Users page. This page provides a list of users and information, such as first and last name, role, and login/email for that user. You can add a new user or edit an existing user. You can also delete a user.
- Click the Columns drop-down to select the columns of data you want to view in the table.
- You can click the drop-down next to Show to specify the number of users to show per page. The default value is 10.
- You can use the Search box to search for a user.
Add a New User
- Click Add User. The Add User page opens.
- Enter the user's first and last name.
- Select the role for this user from the dropdown. To create a role, see Roles.
- Set the login email address for this user, and toggle whether the user can set their own password.
- If Set Password Manually is selected, enter and confirm the user's password.
- Click Add. Or, click Cancel. The new user is added to the list of users.
Edit a User
- Click the Edit button next to the user you want to edit. The Update User page opens.
- Make changes to the user, as needed. Note:You cannot change the Login of the user.
- Click Save. Or, click Cancel.
Delete a User
Note:
You cannot delete a role that is assigned to a user(s).
- Click X in the Actions column next to the user you want to delete. The Delete User dialog appears.
- Click Delete. Or, click Cancel. The user is removed from the list on the Users page.
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