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Users and User Groups

The Active Employees page is for viewing and editing users.

A User Group allows you to associate access rights to a group of users.

Create an Employee User

  1. Select Administration > Active Employees from the main menu.
  2. Click Add.
  3. Complete the required fields of the user form, denoted by as asterisk.
  4. Click Save and Next.

Create a User Group

  1. Select Administration > User Groups from the main menu.
  2. Click Add.
  3. Enter the group name.
  4. Select all access rights for the users of the group. (Hover over an action to see a description.)
  5. Click Save and Next.

Edit an Employee User Password

  1. Select Administration > Employee Search from the main menu.
  2. Enter the first and last name of the desired account, then click Submit.
  3. Select the pencil icon for the desired user.
  4. Click Change User's Password. (This link is available to System Administrators only.)
  5. Enter the new password twice.
  6. Click Save and Next.

Deactivate an Employee User

  1. Select Administration > Active Employees from the main menu.
  2. Select the checkbox for each user you want to deactivate.
  3. From the action menus, select Checked records (on this page only) and Deactivate Account.
  4. Click Go!
  5. Click Deactivate Account again to confirm.
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