Manage Existing Users

Manage Users is where you view, sort, filter, modify, create new users, delete and search for existing users. To access this section, click Admin on the Dashboard, the Admin Home tab appears, click the Manage Users link in the Users & Permissions section to open the User Admin tab.

The Users section allows you to review a list of all users associated with the office(s) to which you have access. The number to the right indicates how many users are assigned. This number updates based on filters applied. You can sort any of the columns in this table in ascending or descending order. The following elements are displayed:

• Create User. This button allows you to create a new user. For instructions, see Creating a user record.
• All Offices. This drop-down list allows you to filter users by office.
• All Customers. This drop-down list allows you to filter users by customer.
• All User Types. This drop-down list allows you to filter users by user type.
• Show Retired Users. When this box is checked, the user list includes deleted user records. Individual user records are not permanently deleted if the user is associated with any vacancy numbers, assessments, or certificates previously issued. Once a Human Resources User record is deleted, the license key may be assigned to another Human Resources User. If the user is not associated with any work in the system, they will be permanently deleted.
• First Name, Last Name, Email or Phone search field. This field allows you to search for a particular user by first name, last name, email or phone. The system will automatically perform a partial search as you type and display the results under the field.
• Last Name. This column displays the last name entered when creating the user.
• First Name. This column displays the first name entered when creating the user.
• Middle Initial. This column displays the middle initial entered when creating the user.
• Email Address. This column displays the email address entered when creating the user. Access a user record by clicking on this link.
• Phone Number. This column displays the phone number entered when creating the user.
• User Type. This column displays the user type entered when creating the user.
• Is Retired. This column displays a check if a user has been retired. Individual user records are not permanently deleted if the user is associated with any vacancies, assessments, or certificates previously issued. For instructions, see Retiring a user record.

For additional information, see:

• Filtering users
• Sorting users
• Creating a user record
• Creating a Service Account (Bot)
• Modifying a user record
• Adding an office or customer to a user record
• Deleting an office or customer from a user record
• Setting up user preferences
• Retiring a user record
• Reactivating a retired user record
• Switching between user types
• Activating an inactive user record