Users
    • 27 Jun 2025
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    Users

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    Article summary

    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

    1. Click Add User. The Add User page opens.
    2. Enter the user's first and last name.
    3. Select the role for this user from the dropdown. To create a role, see Roles.
    4. Set the login email address for this user, and toggle whether the user can set their own password.
      1. If Set Password Manually is selected, enter and confirm the user's password.
    5. Click Add. Or, click Cancel. The new user is added to the list of users.

    Edit a User

    1. Click the Edit  button next to the user you want to edit. The Update User page opens.
    2. Make changes to the user, as needed.  
      Note:
      You cannot change the Login of the user.
    3. Click Save. Or, click Cancel.

    Delete a User

    Note:
    You cannot delete a role that is assigned to a user(s).

    1. Click X in the Actions column next to the user you want to delete. The Delete User dialog appears. 
    2. Click Delete. Or, click Cancel. The user is removed from the list on the Users page.

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    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
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