Add / Edit Users – User Account Manager

To add or edit users (employees) click on the “User Account Manager” (AKA “Edit Profile”)  located at the top of the page.

To add new users:

1. Click the plus icon (+).

1. Fill out the form (all fields are required).

1. Make sure the active is checked.

1. Click “OK” button.

To update:

1. Search the user by using either the navigation keys or search by user name.

1. Make changes to the user details.

1. Click “OK” button.

To deactivate a user (user cannot login any more):

1. Search the user by using either the navigation keys or search by user name.

1. Uncheck “Active” check box.

1. Click “OK” button.

To delete:

Merge the user data with another user following these steps:

1. Search the user you want to merge into

1. Click on “Merge – Select Primary User”

1. Search the user you want to delete

1. Click “Merge – Select Secondary User”