Who is this article for?

Site Administrators who want to set up Users on their site.

Site Admin permissions are required.

Before your Employees can use the system, they will need to have a User created for your site. This article will show you how to view, create, and manage Users on your site.

In this article:

1. Users list
2. User notebook
3. Creating Users
4. Managing Users
   • Users list
   • User notebook
5. Further reading

1. Users list

To access the Users list:

1. Open the Go To... menu.
2. Hover over 'More'.
3. Select 'Users' (under 'Accounts').

You will be taken to a page with a list of all Users on your site.

2. User notebook

To open a User notebook, click the hyperlinked last name of the person whose page you want to view.

The notebook consists of four tabs:

• Roles and Permissions - Displays the Roles and Permissions assigned to the User. Users with appropriate Permissions can add and edit them from this page.
• Go To... Menu - Controls what the User can access via the Go To... menu.
• Ownerships - Details items the User has ownership of. Users with appropriate Permissions can add and edit them from this page.
• Appraisals - Displays items from Appraisals related to the User.

3. Creating Users

 To create a User:

• Open the User list.
• Click 'Users▼'.
• Select 'Add a new User'.
  You will see a pop-up modal where you will be asked for information about the User.
• Enter the requested details.
  'Login ID', 'First Names', 'Last Name' are required fields.
• Click 'Save & Close'.

You will then be taken to the User notebook.

First time creating a new User?
Remember to set a valid email address on their profile to be able to send them a 'First Time Log In Email'.

To send a password reset link:

1. Create your User.
   You will be taken to the notebook.
2. Click 'Last, Name▼'
3. Select 'Send First Time Log In Email'.
   You will be prompted to confirm that you want to send the email.
4. Click 'Send Email'.

You can also access this option from the User list:

1. Highlight a User row.
2. Click 'Users▼'
3. Select 'Send First Time Log In Email'.
   You will be prompted to confirm that you want to send the email.
4. Click 'Send Email'.

4. Managing Users

There are two places where you can manage profiles at a User level.

Users list

To manage a User:

1. Navigate to the Users list.
2. Highlight a User row.
3. Click 'Users▼'
   You will be presented with several high-level options for that profile.
4. Select an option.
   You may be asked to confirm that you want to complete the selected action in a pop-up modal.
5. Confirm your selection.

User notebook

To manage a User:

1. Navigate to the Users list.
2. Select a User by clicking on their hyperlinked last name.
3. Click 'Last, Name▼'
   You will be presented with several additional options for that profile.
4. Select an option.
   You may be asked to confirm that you want to complete the selected action in a pop-up modal.
5. Confirm your selection.

5. Further reading

• Setting up and managing Roles
• Adding item Ownerships to Users and Roles