How to Add or Delete a User & Edit Permissions

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CREATE A NEW USER

Click ADMIN > USERS > ADD NEW USER

This is where you set up new Users in an Account. Simply fill out the required information. *Note: If you leave the password field blank, the system will automatically generate a random password for this User, which can be changed at a later time. You can also specify a password that you can enter here.

The USER NAME is what the User will use to log in to the system. Select the account to which this User will be tied to and the role they will have (ie: View only, Normal, etc.). Next you will need to select the User’s permissions on the system by checking off the appropriate boxes. This will determine the level of access a User has on the system.

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Searching for Users

Click ADMIN > USERS

Here you can see a list of users by name, the account that they are in, their email address and their user name. Alternatively you can use the “Search…” feature on the page to browse through multiple accounts to find users.

You can search by selecting from the following criteria:

  • Name
  • Account
  • Email
  • Username

Once you find a user, you can click on their underlined name to see that user’s Login Credentials.

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EDIT USERS and PERMISSIONS

Click ADMIN > USERS  > search for the User you wish to edit > click User Name. This brings you to the User/Profile page where you can edit user info, roles, account access, as well as Delete the User.

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DELETE A USER

Click ADMIN > USERS  > search for the User you wish to delete > click User Name. This brings you to the User/Profile page. Select DeleteUser in the bottom right corner.

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