User Management

• The Home Page: Through User Management, Administrators can manage software users within an organization by adding new users (individually or in bulk), editing roles & resetting their passwords.

• Auto Approvals: If you are an Account Administrator, you can automatically approve requests for those users to be added to the Organization - thus making them CONNECTED Users.  

Please note*** If Auto Approvals are not enabled Account Administrators and Co-Admins who have users in their Pending Approval queue will receive reminder emails once daily. To prevent the emails turn on Auto Approvals. ***

• Adding/Importing Users: If you have a large number of users to associated to your Organization, you can do so by uploading them via CSV file.  You can only upload 1000 users at a time. 

• Primary Roles (with access to User Management): There are different roles that can be applied to each user, which will determine the level of access/permissions for each of them.

• Glossary - The terms of User management are defined here.

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