Account User Settings

Account User Settings Overview

All users associated with an account are displayed in this section. On this screen, users' names, email addresses, user types, statuses, departments, most recent logins, and mobile numbers will be shown.

Jump to Account User Settings Step

• Add New User

• Actions

Add New User

(Super Admin access needed)

1. Go to the Settings tab

2. Click Add New User
   
   
   

3. Add the User details (First Name, Last Name and Email required)

4. Select a User Role

5. Click Add User
   
   

New Users receive an activation email to set up a password.

Actions

Edit

There are multiple edits you can make to a user:

1. First and Last name
2. Manager (if regular or admin user)
3. Role (Cannot be changed if user is Super Administrator or account owner)
4. Mobile Number (Optional)
5. Department (Optional)
6. Title (Optional)
7. Status: Set to Active or Inactive
   
   

Share Documents with Department Administrators

Allow specific users to share documents with Department Administrators.

Allow Secured Field Access

Allow a specific user to have access to secured fields or not. This option is unchecked by default

Delete a User

Delete a user from Account Users and transfer any assets to another user with the same user level.

Send new password link

This action will send a link to the user’s email address to set a new password.