account menu
Dashboard - Administrator
After completing this document, you should be able to add a new user, change user information, delete a user, and change a user’s password within the dashboard.
1. Log in to the dashboard with a valid dashboard user id.
Log in with a user that has UsersManagement permissions.
There is a built-in administrator that can be used for setup initially.
Built-in administrator (Default Password is ‘admin@1234!’)
Once logged in the dashboard view will display.
2. Go to the User menu option.
Administrator -> User Management -> User
3. Add a user with a Unique User ID
Click “New” button
A pop-up will display.
Fill out fields (UserID and Email are required)
Click the “Add” button to create a user.
The user is added successfully. An email will be sent to the user's email address with the user id and a temporary password.
4. Edit user
Click on the edit icon.
A pop-up will display.
Change user information as you want.
Click on the “Save” button.
5. Delete user
Click on the trash icon.
A confirm pop-up will display.
Click on the “No” button to cancel and the “Yes” button to delete.
6. Reset password
Log in as a new user for the first time with the user id and temporary password provided in account created email or from your system administrator.
The “Reset Password” screen is displayed.
Fill out the new and old password. Click Save to update and cancel to stop the changes
7. Edit profile
Click on the down arrow by the user icon in the top right of the dashboard.
The profile menu will display.
Select “Edit Profile”
A popup screen will display
Change data as you want
Click on the “Save” button to save or the “Cancel” to cancel.
8. Change Password
Click on the down arrow by the user icon in the top right of the dashboard.
The profile menu will display.
Select “Change Password”,
Fill out the current password, new password, and confirm password fields.
Click on the “Save” button to change the password or “Cancel” to cancel.