To add a new user account:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Account.
- From the drop-down menu, click User Management.
- On the side menu, click Add New User.
Articles tagged: user management
How do I deactivate a user account?
To deactivate a user account:
- On the toolbar, click Account.
- From the drop-down menu, click User Management.
- Click the user’s record to open the detailed view.
- Click Deactivate the User Account.
How do I activate a user account?
To activate a user account:
- On the toolbar, click Account.
- From the drop-down menu, click User Management.
- Click the user’s record to open the detailed view.
- Click Activate the User Account.
How do I reset a user’s password?
If a user forgets their password, you can send them a password-reset email.
To reset a user’s password:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Account.
- From the drop-down menu, click User Management.
How do I unlock a user account?
The Payments Portal locks an account when a user does not enter their password correctly six times in a row.
Note: The Payments Portal resets the number of failed log on attempts to zero when the user successfully enters their password.
… Read More “How do I unlock a user account?” How do I edit a user account?
You can edit the following user account information at any time:
- First name
- Last name
- Email address
- Time zone
- Account status
- User type
To edit a user account:
- On the toolbar, click Account.
- From the drop-down menu, click User Management.
- Click the user’s record to open the detailed view.
How do I delete a user account?
Important:
- You cannot recover a user account after you have deleted it.
- You must deactivate a user account before deleting it. When you delete an active user account, the user name cannot be reused or recovered.
To delete a user account:
Option 1.… Read More “How do I delete a user account?”