Access Manager Overview

The Access Manager functions like a digital filing system for managing user accounts. Users with this permission can add, edit, disable, and manage other users in the system. This permission is typically assigned during account creation.

Required Permissions: Access Manager permissions must be enabled in a user’s profile to access and manage user accounts.

Navigate to Access Manager

To get started, open the Access Manager from the left-side navigation menu.

Add a New User

To add a new user from the:

• Click Add New User in the top-right corner.

Manage Existing Users

• You can view, and edit users directly from this list.

• You may toggle between Enabled, Disabled, or All Users using the dropdown at the top of the list.
  • After selecting an option from the dropdown, click on Filter to apply changes.
    

• Next to each user in the list you will find multiple action items:
  

• Click Show next to the desired user to view additional information.
  • Once the User profile opens, click Edit on the top right corner to make changes.
    

Impersonate

• Use the Impersonate button to troubleshoot access issues or review user permissions.
  • Note: Impersonating a user allows you to view their system access without needing their login credentials.

Reset a User Password

To help a user reset their password:

• Click Reset Password
  • A password reset link will be emailed to the user, allowing them to create a new password.

User Profile

The User Profile helps you maintain digital records by acting as a digital folder that tracks all access changes, historical data. Keeping this information updated ensures accuracy in user management.