Add Users

How to add new user account to the site.

1. Navigate to Admin > User Accounts - OR - Go to a User Accounts module.
2. Click the Add New User button. This opens the Add New User interface.
3. In the User Name text box, enter a user name. Notes: Only letters and numbers can be entered. Usernames are unique and cannot be changed.
4. In the First Name text box, enter the person's first name.
5. In the Last Name text box, enter the person's last name.
6. In the Display Name text box, enter the name to be displayed to other site members.
7. In the Email Address text box, enter a valid email address.
8. At Authorize, select from the following options:
   • Mark  the check box if the user is authorized to access the site. This will automatically provide access to the Registered User role and any roles set for Auto Assignment. This is the default setting.
   • Unmark  the check box if the new user is not yet authorized to access the site. The Administrator is required to authorize this account at a later date.
9. At Notify, select from the following options:
   • Mark  the check box to send a notification email to the user's email address. This is the default setting.
   • Unmark  the check box to disable notification. Note: The notification can be sent at a later time.
10. To create the user's password, select from these options:
    • To generate a random password, mark  the check box at Random Password.
    • To create a password manually:
      1. Unmark  the check box at Random Password.
      2. In the Password text box, enter a password.
      3. In the Confirm Password text box, re-enter the same password. Note: The site may be set to required unique passwords or they may need to fulfill certain criteria such as minimum character length. If the password doesn't meet the site's criteria, a new password will be requested.

11. Click the Add New User button.

Edit Users

How to edit a user account.

1. Navigate to Admin > User Accounts - OR - Go to a User Accounts module.
3. Locate the required user using the search drop downs or links.
3. Click the Edit button beside their record. This opens the Edit User Accounts page.
4. Select the Manage Account tab to edit a user's display name or email address.
5. Select the Manage Profile tab to edit or add information to the user's profile.
6. Click the Update button.

Delete Users

How to "soft" delete a user account from a site. This will prevent the user from logging into their account whilst retaining the user's account information in the User Account module. Soft deleted accounts can be restored at any time.

Warning. Any page and module permissions that have been set for this user by username will be removed when the user account is deleted. Permissions set by user role will not be deleted.

1. Navigate to Admin > User Accounts - OR - Go to a User Accounts module.
2. Locate the required user using the search drop downs or links.
3. Click the Delete button beside their record and then click the Yes button to confirm.

The deleted user now displays a strikethrough across the record.

Permanent Deletion

A "deleted" user can be permanently deleted by clicking on the cross next to their account, or by selecting "Remove Deleted Users" from the "Manage" menu on the User Accounts page.