Manage Users

Manage user accounts and customize your dashboard views by using .

Procedure

  1. In , go to Administration > Manage Users > User Management Dashboard.
  2. In the User Management Dashboard page, you can perform the following tasks:
    TasksActions
    Search

    Use the name or email id in the Search field to find user.
    View
    Select the user name or View icon from the Actions column to see the quick view of user details. Select the user name from the user table list for detailed view of user and related information.
    Note: You can edit or delete user from the View page.
    Filter Filter users by persona, parent organization, and user type by using the Filter drop-down menu.
    Column Select options from the Columns drop-down menu to choose which columns display on the dashboard.
    Add User

    Select Add User on this page or from the left navigation menu, select Administration > Manage Users > Add New User to add user and assign personas to user.

    Note: Assign the System Administrator persona when you create a user to create an initial Site Administrator.
    See Manage Persona Dashboard for more information.
    Important: Both, business and customer are added from this page.
    Edit
    Select the Edit icon from the Actions column.
    Tip: You cannot edit the email id.
    Delete
    Note: This is a soft delete. You can again create a new user with the same name.

    Select the Delete icon from the Actions column.