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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
Updated over 2 weeks ago

Accessing a user's account details

  1. Go to Company in the main menu.

  2. Select Users.

  3. Find the employee you want to manage.

  4. Click Actions next to their name.

  5. Choose View/Edit User Details.

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.

Update their profile Make changes to their role, department, or other profile information as needed.

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 β€” see: How can I manage and access archived employee accounts and records in Atlas?


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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