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User Management

Click the Account option on the Navigation menu and then click Users.

Click the blue New User button to create a new user.

Enter values in all fields.

Role: Select from Admin or Knowledge Base Expert. The permissions for the Knowledge Base Expert are limited to the knowledge base and profile access.

Status: Use this field to activate or deactivate a user.

Click the green Save User button to create the new user or click the red Cancel button to abandon the record.

Once you create a new user, that person will receive an email with instructions on how to log in. Note the username is your email address and your temporary password is provided as well. Once the new user logs in they can change the password.

User Maintenance

A) Click on a user name to edit the user record.

B) Click the trash can icon to delete a user.

 

 

 

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