Managing Existing Online Users

1. Select ‘User Administration’ and then select ‘Manage Users’.​
   
2. Click on the pencil icon next to the user you wish to edit.
   
3. One of three update actions may be made to an existing user:
   1. Select ‘Deactivate User’ to disallow a user from logging in without completely deleting the user.
   2. Select the ‘User Role’ drop down menu to update the ‘User Role’ for a user. Click ‘Update Role’ upon completion.
   3. Select the ‘Delete’ button to permanently delete the online user. This action cannot be undone.
      

NOTE:

• The User Role update will go into effect upon the user’s subsequent logon after the change has been made.
• Company Admin may be prompted for addition authentication to save update.
  

Creating New Online Users

1. Click the ‘Add User’ button.
   
2. Complete all required fields which are designated with a red asterisk.
3. Click the ‘Save’ button when done.