Users

Adding a new user

1. Select Configuration
2. Select Users and Groups
3. Select + Create new user
4. Enter the User details including their Full name, Username and Email. A mobile telephone number is optional.

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User details

• Username - is case sensitive and can be up to 20 characters long, alphanumerical and the following special characters are also allowed: ! £ – _ . * ( ). The user name will be used to log in along with the password.
• Email address - this will be the email that any password resets or user profile changes will be sent to.

5. Tick the Active box or you can choose to leave 'Inactive'
6. Select the Role you want to assign to the user. See roles
7. Select Add User

If successful, a message will be displayed confirming the user has been created. The user will receive an email with an unique URL which allows them to create their secure password.

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Passwords

Passwords must contain a minimum of 8 characters, including 1 uppercase letter, 1 lowercase letter and 1 number. Special characters should not be used.

Resetting a user password

1. Select Configuration
2. Select Users and Groups
3. Search for the user using their username
4. Select the ‘Pen’ icon against the user
5. Confirm the email address is correct. This is where the reset password email will be sent.
6. Select Reset Password

The user will receive an email containing a URL which allows them to change their password.

Deactivating a user

1. Select 'Configuration'
2. Select 'Users and Groups'
3. Search for the user using their username
4. Select the 'Pen' icon against the user
5. Remove the tick from the 'Active' checkbox
6. Select 'Update user'

Activating a user

1. Select 'Configuration'
2. Select 'Users and Groups'
3. Search for the user using their username
4. Select the 'Pen' icon against the user
5. Tick the 'Active' checkbox
6. Select 'Update user'

Managing roles and permissions

1. Select 'Configuration'
2. Select 'Users and Groups'
3. Search for the user using their username
4. Select the 'Pen' icon against the user
5. Choose the correct user role. See Roles and permissions to see access levels
6. Select **'Update user'**

Adding a BETA user

1. Select 'Configuration'
2. Select 'Users and Groups'
3. Search for the user using their username
4. Select the 'Pen' icon against the user
5. Tick the 'BETA user' checkbox
6. Select 'Update user'