Tutorial 2: Creating, Modifying, and Managing Users
Tutorial 2: Creating, Modifying, and Managing Users
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Purpose:
Purpose:
User management allows administrators to control who can access the system and ensure that all activity is properly tracked for compliance and accountability.
Best Practices
Best Practices
Only administrators should have access to the User Management screen.
Deactivate users immediately if they leave the organization or no longer require system access.
Periodically review all user accounts to ensure access remains current and compliant.
Steps to Create a New User
Steps to Create a New User
From the main menu, navigate to: Administration → Users → Add
The Add User window will appear.
Enter the required user information, including:
Username
Email Address
Password
Review your entries and click “Save.”
The new user will now appear in the Users List and can log in using their assigned credentials.
Steps to Modify an Existing User
Steps to Modify an Existing User
Navigate to: Administration → Users → Modify
From the list of existing users, select the user you wish to edit.
Update any necessary details such as:
Password
To activate or deactivate a user, locate the checkbox labeled “Active.”
If the checkbox is checked, the user account is active and can log in.
If the checkbox is unchecked, the user account is deactivated and cannot access the system.
Deactivated users remain stored for record-keeping and compliance purposes.
Once your changes are complete, click “Save.”
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