Admin User can Manage User details.

Business users can Manage and Create User.

Manage  User:

Manage  User screen displays the list of all existing  User. To view the manage screen, click on  User link in the menu under Administration.

In the Manage  User screen, click on Create button to create a new  User, click on Edit button to update an existing record, click on Reset Password to reset password.

Create User:

To create a new  User:

  • Enter the First Name,Last Name,Email and Primary Contact Number.
  • Select Location,Department and Role.
  • Click on Create button
  • New  User is created in the system and navigates to the Manage screen, displaying the newly created  User.
  • Once user is created successfully in the system an email  is sent to the user containing CMx URL and Email along with a temporary password.
  • when the user clicks on the CMx URL and login using Email and temporary password ,“Terms Of Use” page and  change password screen is displayed.  
  • On changing the password successfully , a message is displayed and the user is navigated to the Dashboard.

Edit User

To edit a existing User:

  • Click on the Edit button in the manage screen
  • User edit screen is displayed
  • Edit the required field.
  • Click on Update button
  • Changes to the User are updated in the system

Reset Password

Admin can reset password for existent users.

  • Click on Reset Password button in Manage screen
  • System generated user password will be reset and "Successful" alert will be displayed.