CATEGORY: Help Articles
Settings: User management
In the settings section, account administrators are able to setup multiple users within an account or sub-account, each with specific permissions based on areas of the system they should be using.
Editing a user allows the account administrator to update the user's information, as well as being able to amend their user permissions.
Each of the user permission sections can be expanded and specific options enabled as required, showing the ticked items available to the user.
Adding a new user is as simple as clicking 'Add User' from the 'Users and Permissions' tab of 'Settings', entering the new users' details and ticking the required permissions, then clicking ‘Save’. An email will then be sent to the new user prompting them to set their password.
If you wish the user to be able to login using the Microsoft authentication then the email entered for the user must be their microsoft account login email. N.B. If the user will only ever use the 'Sign in with Microsoft' button to log in - then it is not necessary to set up a separate password just for e-shot, if this is the case, the user can simply ignore the e-shot password set up email and proceed directly with their Microsoft login.
If you are adding a user that is present in another sub-account then you simply select "existing user" and you will be presented with a list of users from the rest of the account that you can select from.
You also have the option to have administrator privileges at a sub-account level only, as well as across a complete account (global admin). To set up a new global account admin set up please ask the support team as this can only be created through the original account creation process or by authenticated approval of the existing global admin.
Once a user has been added, the administrator can amend their details or trigger a 'change password' email if the user has forgotten their e-shot login password. If the user authentication is through Microsoft login, all password management/reset etc needs to be managed there.
Users can also click the "Forgotten Pasword" link on the login screen to instigate a password reset. All passwords need to be between eight and 16 characters and include at least one uppercase, one lowercase, one symbol and one number.
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