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Manage Users

Open a User Record

In order to open a User record, you must have the View User Management permission.

View more information about a specific user by opening their User record.

To open a User record, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. In the Username / ID column of the Users grid, click the name of the user. For more information on the fields in a User record, see User Records.

Change an Agency User to a Seller User

In order to modify a User record, you must have the Create and Modify Users permission.

Agency users can be changed to Seller users, but Seller users cannot be changed to Agency users.

To change the user type of a user from Agency to Seller, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Open the User record.

  3. For Type, select Seller.

  4. Read the confirmation message and continue by clicking Yes.

  5. Click Save.

Change a User's Email Address

In order to modify a User record, you must have the Create and Modify Users permission.

To change the email address of a user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Open the User record.

  3. On the Global Settings tab, for Email, enter the new email address.

    By default, the email address of a user determines the username of the user:

    • If you change a user's email address, the username of the user is automatically changed to the same value.
    • To change a user's email address without changing their username, select the Edit Username checkbox before entering the new email address.


  4. Click Save.

Change a User's Username

In order to modify a User record, you must have the Create and Modify Users permission.

To change the username of a user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Open the User record.

  3. On the Global Settings tab, select the Edit Username checkbox.

  4. For Username, enter the new username. 

    Changing the username of a user does not automatically change their email address as well.

    To change a user's email address, see Change a User's Email Address.


  5. Click Save.

Deactivate or Reactivate a User

In order to modify a User record, you must have the Create and Modify Users permission.

Deactivate a User record by changing its valid-to date to a date in the past, and reactivate a User record by changing its valid-to date to a date in the future.

Deactivate a User

To deactivate a user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Open the User record.

  3. On the Global Settings tab, for Valid To, select a date that is before today.

  4. Click Save.

Reactivate a User

To reactivate a deactivated user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2.  By default, only active records are displayed. Remove filters and display all records by clicking Clear All in the Applied Filters bar.

  3. Open the User record.

  4. On the Global Settings tab, for Valid To, do one of the following:

    • Clear the date field. This will reactivate the user until the User record is manually deactivated again.

    • Select a new valid-to date that is in the future. This will temporarily reactivate the user; the User record will be automatically deactivated after the selected valid-to date.

  5. Click Save.

Export User Records

In order to export User records, you must have the View User Management permission.

To export users as an Excel sheet, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Click Export.

Reassign a User's User Role

In order to modify a User record, you must have the Create and Modify Users permission.

To reassign the user role of a user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Open the User record.

  3. On the User Role tab, for Role, select the desired user role. A read-only list of the selected user role's permissions are displayed.

  4. Click Save.

Reset Someone Else's Password

There are two ways to reset someone else's password:

  • Generate a new password for the user.
  • Send a password reset email to the user, letting them choose their own new password.

Generate a New Password

In order to generate new passwords, you must have the Generate Password permission.

To generate a new password for a user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. Open the user record.

  3. At the bottom of the screen, click Generate New Password.

  4. Read the warning message and continue by clicking Yes.

  5. Copy the newly generated password and send it to the user.

Send a Password Reset Email

In order to send password reset emails, you must have the Send Password Email permission.

To send a password reset email for a user, do the following:

  1. Go to the Admin > User Management > Users tab.

  2. In the Users grid, select the desired user by clicking the checkbox in their User record row. You can select multiple users at once.

  3. At the bottom of the screen, click Send Password Email.

Reset Your Own Password

There are two ways to reset your own password:

  • Through the top navigation menu
  • Through your User record

To reset your password through the top navigation menu, do the following:

  1. In the top navigation menu, click the user profile icon.

  2. Click Reset Password.

  3. Enter and confirm your new password.

  4. Click Submit.

To reset your password through your User record, do the following:

  1. Open your User record.

  2. In the Login Information section, click Reset Password.

  3. Enter and confirm your new password.

  4. Click Submit.

Manage User Roles

Open a User Role Record

To open a User Role record, do the following:

  1. Go to the Admin > User Management > User Roles tab.

  2. In the Name / ID column of the Users grid, click the name of the record. For more information on the fields in a User Role record, see User Role Records.

Change the Permissions of a User Role

In order to modify a User Role record, you must:

To change the permissions of a user role, do the following:

  1. Go to the Admin > User Management > User Roles tab.

  2. Open the User Role record.

  3. Change the permissions as desired. For a description of each permission, see User Management.

  4. Click Save

Deactivate or Reactivate a User Role

In order to modify a User Role record, you must:

Deactivate a User Role

To deactivate a user role, do the following:

  1. Go to the Admin > User Management > User Roles tab.

  2. Open the User Role record.

  3. At the bottom of the screen, click Deactivate.

Reactivate a User Role

To reactivate a deactivated user role, do the following:

  1. Go to the Admin > User Management > User Roles tab.

  2. Open the User Role record.

  3. At the bottom of the screen, click Activate.

Rename a User Role

In order to modify a User Role record, you must:

To rename a user role, do the following:

  1. Go to the Admin > User Management > User Roles tab.

  2. Open the User Role record.

  3. For Name, enter the new name of the user role.

  4. Click Save.
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