Users

The Users section allows managers to view and manage users assigned to them. Managers can reset passwords, suspend user accounts, and reactivate suspended users.

Reset Password for an Individual User

1. Select Users from the left sidebar.
2. Select the user's name to open the user details.
3. Select the three-dot menu next to User Details, then select Change Password.
4. Enter the new password and re-enter it to confirm.
5. Select Update to save the changes.

An email notification is sent to the user about the password change.

Suspend an Individual User

1. Select Users from the left sidebar.
2. Select the three-dot menu for the user you want to suspend.
3. Select Suspend.
4. In the confirmation dialog, select Yes to proceed.

Suspend Users in Bulk

1. Select Users from the left sidebar.
2. Select Actions and choose Suspend.
3. In the Suspend User panel, select Download Sample Format to download the Excel template.
4. Enter the users' email addresses or usernames in the email/username column.
5. Save the completed spreadsheet in .XLS, .XLSM, or .XLSX format.
6. Select Choose File and upload the completed spreadsheet.
7. Select Suspend to complete the action.

Activate Suspended Users in Bulk

1. Select Users from the left sidebar.
2. Select Actions and choose Activate.
3. In the Activate User panel, select Download Sample Format to download the Excel template.
4. Enter the users' email addresses or usernames in the email/username column.
5. Save the completed spreadsheet in .XLS, .XLSM, or .XLSX format.
6. Select Choose File and upload the completed spreadsheet.
7. Select Activate to complete the action.

Reset Passwords for Users in Bulk

1. Select Users from the left sidebar.
2. Select Actions and choose Reset Password.
3. In the Reset Password panel, select Download Sample Format to download the Excel template.
4. Enter the users' email addresses or usernames in the email/username column.
5. If required, enable the Temporary option to designate the password as temporary.
6. Save the completed spreadsheet in .XLS, .XLSM, or .XLSX format.
7. Select Choose File and upload the completed spreadsheet.
8. Select Confirm to complete the action.

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