User Management
Agency Administrators can add and manage users for an Agency Account.
Click the “Admin” tab In the dropdown menu, click “Users” On the “Users” page locate and click the “+Add New User” button. In the “Add New User” window...
Wed, 11 May, 2022 at 12:58 PM
If changes need to be made to a user’s account or if the user’s password needs to be reset, use the following instructions: Click the “Admin” tab In the ...
Wed, 11 May, 2022 at 12:59 PM
If a user has left your agency or if a user no longer needs their account, the user can be deleted: Click the “Admin” tab In the dropdown menu, click “Us...
Wed, 11 May, 2022 at 1:00 PM
You can review an individual users’ platform usage statistics by viewing their “User Details” page: Click the “Admin” tab In the dropdown menu, click “U...
Wed, 11 May, 2022 at 1:02 PM
Agency Administrators can reset a user's password: Click the “Admin” tab In the dropdown menu, click “Users” On the “Users” page locate the user you...
Tue, 14 Feb, 2023 at 3:59 PM
You cannot set up a sub-agency without a sub-agency admin, which does require a unique email address. In order to tranfer an existing user, you can create ...
Fri, 3 Feb, 2023 at 11:41 AM