Managing User Accounts as Owner

As the Account Owner, you have exclusive permissions to manage user access and roles within your account. This article explains how to enable or disable user access, update user roles, assist users with login issues, and update user email addresses.

Steps

1. Log in to your account.

2. Select My Account from the drop-down under "Welcome" in the upper right.

3. 

   Click Manage Users found under Security.

4. 

   Locate the user's account from the listed users.

5. Continue based on which circumstance you wish to manage:

To Enable or Disable Account Access	Select the Toggle button to enable or disable their access to your account (it will be green when access is enabled)
To Update a User's Role	Select their username to Edit User. Update the Role Type Save your changes
To Assist a User with Login Difficulties	Select their username to Edit User. Ways you may resolve a client's difficulty with their account access include: Updating the Username Updating the Password requires verification of New Password by retyping Resetting their Two Factor Authentication Resetting their Security Questions New questions and answers are required on next login
To Update a User's Email Address	Emails are sent to the user when answers to their support tickets are available and for other notifications according to their permissions. Keeping the email current ensures they receive the notifications pertinent to them. Select their username to Edit User. Enter the email in the email field. Save your changes Keeping user email addresses up to date ensures they receive important notifications, including support ticket updates.

Frequently Asked Questions

How do I enable or disable a user’s account?

Go to “Manage Users,” find the user, and use the toggle switch next to their name. Green means enabled; gray means disabled.

What should I do if a user forgets their password?

Use the “Edit User” option to reset their password. The user will need to enter the new password twice for verification.

How can I update a user’s email address?

Select the user, click “Edit User,” and enter the new email address in the email field. Save changes.

What if a user cannot answer their security questions?

Reset their security questions from the “Edit User” screen. The user will be prompted to set new questions and answers at their next login.

Who can manage user accounts?

Only the Account Owner can permit or restrict access and manage user roles.