In the settings section, account administrators are able to setup multiple users within an account or subaccount, 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 are adding a user that is present in another subaccount 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 subaccount 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 password.
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.
We are confident that we can help you, which is why we offer a free healthcheck to identify potential issues with your current programme and free advice on things that could be done to improve it.