How to manage users

Users (in the menu) lists everyone on your account, with a count next to the title. Use Search users to find someone; a Locked badge shows accounts that are locked out.

Add a user

1. Click Add User. Choose the Company, enter the Username (their email address — this is what they sign in with) and a Contact Email (used for two-factor authentication).

   

2. Pick a User Type:

   • Administration — full access, including this Administration menu.
   • Assessor (plus) — assessor with extra rights.
   • Assessor — creates and works on assessments.
   • Client — read-only; sees assessments but cannot change them.

3. Add the First Name and Surname and click Save. A password is generated and emailed to the username; they choose their own when they first sign in.

Edit, restrict, unlock, delete

Each row has its own buttons:

• Edit — change the username, contact email, name and User Type, and link the user to an Assessor record. The Account locked tick box locks or unlocks the account.
• Restrictions — choose which assessments they can see; see How to restrict what a user can see.
• Unlock — shown only on a locked account; lets a locked-out user sign in again.
• Delete — removes the user. For someone who belongs to more than one of your companies the button reads Remove, and takes them out of this company only.