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How do I manage user accounts and credentials as an administrator?

Updating your staff details in the platform

Written by Hayley Jones

Accessing a user's account details

  1. Navigate to the Users section in the system.

  2. Locate the employee in the user list.

  3. Click on Actions next to their name and select View/Edit User Details.

  4. Update the necessary fields, such as the email address.

  5. Save your changes to apply the updates.

What you can do

Verify and update user information Check that the employee's name, email address, and username are correct. Keeping this accurate ensures they can log in and receive important notifications. To update an email address, navigate to the Users section, locate the employee, and use the View/Edit User Details option to make changes.

Update their profile Make changes to their role, department, or other profile information as needed. If correcting user details, click on the three dots next to the user’s name, select View/Edit details, update the necessary fields, and save the changes.

Send a password reset link If an employee has forgotten their password or is having trouble logging in, send them a reset link directly from this screen.

Archive a user account If an employee has left the organisation or no longer needs access, archive their account to maintain security. Archived accounts can be accessed later if needed — see: How can I manage and access archived employee accounts and records in Atlas?

Add a new user To add a new user, toggle the setting labeled “Do you want to re‑associate with another user record?” to On, select New user, and enter the employee’s email address in the provided field.


Why regular reviews matter

Reviewing user credentials regularly ensures only authorised employees have access to your systems. A quick check is worthwhile when:

  • An employee leaves the organisation

  • Someone changes role or department

  • You notice login issues being reported

  • You're preparing for a security or compliance review

Tip:

Need to change what a user can access? See: How do I edit a user's permissions?

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