Who is this article for?

Users who manage other users on their system.

Manufacturer Userpermissions are required.

Add and Manage Users provides an easy platform for creating profiles to allow other users to access your system. This guide will show you how to add, edit, and archive users using the available options.

1. Adding Users
2. Managing Users
   • Filter By Letter
   • Sort By User Type
   • Search Bar
3. User Actions
   • View Info
   • View/Edit
   • Delist
4. Additional Options
   • Add New User
   • Archived User
5. Further Reading

1. Adding Users

To add a user:

1. Expand the My Company Information menu.
2. Select Add Users.
   You will be taken to a separate page where you can fill in the person's information.
3. Enter a User Name.
4. Provide an Email and Telephone Number.
5. Set a Password.
   Make sure it's unique!
6. Choose who the user is Reporting To.
7. Assign the user a Job Title.
8. Set custom Module Access for that user.

9. Scroll down to assign more granular access to modules.

10. Tick boxes next to every field the user needs write access to.
    Leaving them unticked will still grant them read only access.

11. Click Save.

You will be taken to the Manage Users page, where you can view and edit all users set up for your system.

2. Managing Users

To manage users:

1. Expand the My Company Information menu.
2. Select Manage Users.

You will be taken to a separate page where you can browse the user profiles on your system.

By default, the filter will be set to A, displaying all users whose names begin with that letter. You can use the available filters to look up specific users.

Filter By Letter

To filter by letter, click any of the letter buttons above the list to refresh the list and view the records whose names begin with that letter.

Each button has a count underneath to indicate how many entries will be listed.

Looking for other filtering options?
To view users with names starting with a numerical or special character, click the Ot filter displayed on the far right of the letter row. You can also click the All button to display every user on your system.

Sort By User Type

To sort by user type, select the dropdown and select one of the available options.

Search Bar

You can also use the search bar above the list to look up the record name but note that you will still need to select one of the letter filters to view the results.

3. User Actions

To interact with a user record, click the   icon at the far right of the row to access the actions available for it.

View Info

Shows a pop-up containing details about the user profile, including the department and user type.

View/Edit

Takes you to a new page with a read-only view of the user information.

To edit a user:

1. Scroll down on this page.
2. Click Edit.
3. Make required changes.
4. Click Save.

In this example, we added 'Tony Wells' as the reporting manager for the user.

Delist

Generates a pop-up where you must confirm that you wish to proceed with the delisting before a user is archived.

Click OK if you're sure that this user no longer needs access to your system.

Once delisted, the user will appear in the archived users list.

4. Additional Options

Add New User

Takes you to a page where you can create a record for a new user.

Archived User

Takes you to a page where you can view previously delisted profiles.

To relist a user, click the Relist icon and confirm that you want to reinstate the profile in the pop-up.

5. Further Reading

• Logging Into the System as a Manufacturer