Users

The Users section of the Console lets you manage individual users in the system — setting them up, assigning groups and permissions for their role, and editing or deleting existing users.

Search by username

1. Select Users > Users.
2. In the Search by Username or name... field, enter a group name. Matching users appear in the list. If no users are found, a message indicates that the user doesn't exist.

View user details

1. Select Users > Users.
2. Click the user name. The Users page opens.

Create a user

1. Select Users > Users.
2. Click +User.
3. In the Personal Details section, Enter the First Name, Last Name, and Phone Number. These fields are optional.
4. Complete the required fields in the Account Details section: enter the Username and Email Address. A temporary password is sent to the provided email address for the user's first login. The user must change their password immediately on first login.
5. Select Yes for Grant reporting license if the user should be able to view and use reports.
   note

   Selecting this option may affect reporting licenses and associated costs. Reports may not be available for all users. A new section opens in groups to allow the selection of reporting groups.

6. Assign the user to groups as required.
7. If Grant reporting license is selected, assign report group access to the user as required.
8. Click Create User, then Create in the confirmation window. The user is created, you are returned to the Users page, and a message confirms that the user has been created.

Edit user details

1. Select Users > Users.
2. Select the name of the user whose details you want to edit.
3. Make any required changes. The Username field can't be edited, but all other fields can.
4. Click Save Changes, then Save again in the confirmation window. A message confirms that the changes have been saved and you are returned to the Users page.

Delete a user

1. Select Users > Users.
2. Find the user under one of the tabs or by searching on the Users page.
3. In the Actions column, select the ellipsis menu (⋯) then click Delete.
4. In the confirmation window, click Delete. The user is deleted, removed from the list, and a message confirms the deletion.