As an administrator, you have the ability to manage your staff’s login credentials directly within their user accounts. This helps ensure that all user information is accurate and up-to-date, and allows you to maintain secure access to your company’s systems.
How to Access and Manage User Accounts
Navigate to the User Management Section:
Go to Company in the main menu, then select Users.View or Edit User Details:
Find the staff member whose credentials you wish to manage. Click Actions, then choose View/Edit User Details.
What You Can Manage
Within the user details section, you can:
Verify and Update Information:
Check that the user’s name, email address, and username are correct. Keeping this information accurate ensures users can log in without issues and receive important notifications.Update User Profile:
Make changes to the user’s profile as needed, such as updating their role or department.Reset Passwords:
If a user forgets their password or is having trouble logging in, you can issue a password reset link directly from this section. This allows them to securely set a new password.Archive User Accounts:
If a staff member leaves the company or no longer requires access, you can archive their user account to maintain security.
Why Regularly Review User Credentials?
Regularly reviewing and managing user credentials helps protect your organisation’s data and ensures that only authorised staff have access to your systems. It also helps prevent login issues and supports a smooth user experience.
If you need further assistance with managing user accounts, please contact your support team.