Manage Users

Administrators can add, edit, or delete users. You can also manage a user's notifications and permissions.

To add a new user:

1. Select Settings > Users > Users. The Manage My Users page appears.

   

   Note: Apply filters by clicking next to one of the column headers.

2. Click . The Manage User page appears.

   

3. Do any of the following:

   a.  Select an Organization.

    Note: You can add a new organization by clicking .

   b.  Enter a First Name, Last Name, and Title.

   c.  Select a user Type.

   Note: You can add a new user type by clicking .

   d.  Select a user Role:

           • Administrator: Manage settings, users, and binders.
           • Binder Manager: Create new binders, edit existing binders, and set binder-specific user permissions.
           • Binder User: View binders. Depending on the user settings on specific binders, they may also be able to upload files and modify binders.

   e.  Enter a Phone Number and E-mail.
   f.  If you want the user to receive a welcome email, select Yes.

4. Click Save.

To manage an existing user:

1. Select Settings > Users > Users. The Manage My Users page appears.

2. Next to the user you want, do any of the following:

   To...	Then...
   Edit a user	a.  Click . The Manager User page appears. b.  Make any desired edits. c.  Click Save.
   Delete a user	a.  Click . A confirmation pop-up appears. b.  Click OK.
   Manage notifications	a.  Click . The user's Binder Notifications page appears. b.  Next to each binder, select the notifications you want. c.  Click Save.
   Manage permissions	a.  Click . The User Permissions page appears. b.  Next to each binder, select the permissions you want. Note: Permissions include View, Add Files, and Admin. c.  Click Save.
   Reactivate a user	a.  Click . A confirmation pop-up appears. b.  Click OK.