Manage Users

Manage users by adding them to the environment.

Step by Step — Add a User

  1. Select the Add User icon.

  2. Complete the fields for User Name, User Email, and Confirm User Email. Then click OK.

    • The user receives an email asking them to activate their account.
  3. In the email, you can select the hyperlink to activate your account and define your password.

    Reference back to the email for Login information.

  4. In the Account Manager, the newly created user is shown in italics and has a status of Pending, until the user activates their account.

Step by Step — Edit a User

  1. Select the Edit icon.

    • The User Edit Dialog box will open
  2. Change User Type (Admin, Standard, or Read Only).
  3. Change User Email.
  4. Edit User Contact Information.

  5. Right click on a user to:
    1. Reset Password
    2. Disable User
    3. Resend Activation Email

Step by Step — Delete a User

It is recommended to never delete a user once the user has been active for some time, disable the user instead. Deleting a user can affect project history.

  1. Select the Delete icon.