Manage User Records

Export User Records

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

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

2. Click Export.

Open a User Record

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 a User's Email Address

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

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.

   
   Click Save.

Deactivate or Reactivate a User

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.

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.

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.

Reassign a User's User Role

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.

Manage User Role Records

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

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 Role Settings and Permissions.
   
   
4. Click Save

Deactivate or Reactivate 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.

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

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.