| To create or edit a user, go to Administration > Users | |
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| To create a new user account, select + Create new | |
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- A blank user account information screen will appear on the right side of the screen
- Fill in all user information, including the email address, full name, and password
- User passwords must be between 8 and 24 characters in length
- A warning message will appear if the entered password does not fit these parameters
- Assign a role by selecting a checkbox
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- Once all the information is entered, select Save
- The user account will appear on the left with all other active accounts
- The email address entered on creation will become the user’s permanent user ID
- The email address (used, for example, to reset a password) may then be changed, but the user ID will remain the same
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- To edit a user, select the user account name from the left menu
- Change any fields or assigned roles
- Select Save
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- To inactivate a user, select the user account name from the left menu
- Change the Status dropdown from Active to Inactive
- This will keep the user account in the system (i.e. for audit) but the user will not be able to log in
- User accounts may be reactivated at any time
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