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Working with users

This topic shows how to work with users using Admin Center.

This topic describes how to work with users using Admin Center.

Adding a user

If you need to create many user accounts, you can import users. To add a single new user:

  1. Click Add user from a partner or customer landing page, or click ADD on the Users view.
  2. Use the dialog that appears to specify the user settings. Make sure you specify the settings for each tab (Profile, Privileges, etc.).
  3. Click SAVE & CLOSE.
Login information is not sent to the user's email address unless the parent partner or customer account is active. If you are setting up an account for the first time, all users receive login information when the parent account is activated.

Editing a user

To edit an existing user:

  1. Click a user name in the Users view.
  2. Use the dialog that appears edit the user settings. Make sure you specify the settings on each tab (Profile, Privileges, etc.).
  3. Click SAVE & CLOSE.

Deleting a user

To delete an existing user:

  1. Make sure the user you want to delete does not belong to a workflow.
  2. Navigate to the Users view, and click DELETE on the row of the user that you want to delete from the system.

    A dialog that asks if you are sure you want to delete the user.

  3. Click Yes. The user is deleted from the system.