The Users page lists all customer end-users stored in the system.

  1. Go to Settings - General Settings - Users.
  2. Click on a user to open their details. The following information is recorded:
    • Username
    • Password
    • Email - this is used to log in to the Self-serve User Portal
    • Customer - The customer with whom the user is associated

  1. Edit details as required.
  2. Click Save to save changes.

Delete a User

  1. Click to open the user from the Users page.
  2. In the user detail dialog, click on Delete and click OK to confirm.