As User Management is a core part of Account Settings, it is only accessible to Users with System Admin account permissions.
If you are a System Admin you can access User Management as follows:
- Click on the three dots next to the Help icon.
- Select Users from the drop down system menu to load the User Management module.
3. The Users home screen displays a table, listing all active and deactivated Users under your Account. The table contains the following columns:
- Name: Users name (First Name/Last Name)
- Role: The permission level assigned to the User (for more details, see User Roles/Permission Definitions)
- Email: Email address associated with the User account (Username for login)
- Account Holder: Portal account holder
- Accepted T & C: shows that the user has accepted Application Terms and Conditions
- Last Login: The time/date of the Users last login
- Landing Page: The page in Application that the User will land on after login
4. To search for a user Use Search bar at the top of the page to search for a specific User, by free typing the Users name and clicking the Go button or by hitting the Enter/Return key on your keyboard
Now that you’ve accessed User Management, read the other guides in this section to learn all about how to create and manage your users.