User Management Guide

Step-by-step guide to managing user accounts.

Inviting New Users

When to Invite

Create users for:

• New employees
• External partners
• Temporary access

Invitation Process

1. Go to Administration > Users
2. Click Invite User
3. Enter:
   • Email address
   • Full name
   • Role selection
   • Subsidiary access
4. Click Send Invitation

After Invitation

• User receives email
• Clicks acceptance link
• Sets up account
• Account activates

Managing Existing Users

Updating User Information

1. Find user in list
2. Click to open
3. Modify details:
   • Name changes
   • Role changes
   • Subsidiary access
4. Save changes

Role Changes

When responsibilities change:

1. Open user profile
2. Change role assignment
3. Effective immediately
4. Notify user of changes

Handling Access Issues

User Can't Log In

Troubleshoot steps:

1. Verify account is active
2. Check for locked status
3. Reset password if needed
4. Verify email is correct

Password Resets

Initiate reset:

1. Open user profile
2. Click Reset Password
3. User receives reset email
4. User creates new password

Deactivating Users

When Users Leave

1. Open user profile
2. Click Deactivate
3. All sessions end
4. Access removed
5. Records preserved

Best Practices

Regular Reviews

• Review user list quarterly
• Remove unnecessary access
• Update roles as needed
• Document changes

Security

• Use strong password policies
• Encourage 2FA
• Monitor login activity
• Remove access promptly