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1. Navigate to Settings > Account Management.
2. From the user account list, click the user you wish to edit.
3. In the Edit User window, edit the following information:
Name Enter a user name
Role
Select a role for the user. Roles determine the degree of editing and viewing privileges
of the user.
Admin: Full editing and full viewing rights.
Editor: Partial editing and full viewing rights.
Monitor: Limited editing and partial viewing rights.
Viewer: Limited viewing rights.
Managed Site
This determines which Sites of which the organization can be viewed by the user.
Selecting All sites will allow the user to see all Sites under the selected organization.
4. Click Save change.
Searching for a User
1. Navigate to Settings > Account Management.
2. From the user list, click the Search field.
3. Enter the user name.
Note: All user names matching the value entered in the search field will automatically appear.
4. [Optional] Click the filter drop-down menu and enter the following information:
Note: Multiple filters can be populated to narrow down the search result.
Name Enter the user name.
Email Enter the user’s email address.
Role Enter the role assigned to the user.
Deleting a User
Users can be deleted from an organization, permanently removing their ability to view and edit the organization.
Note: The ability to delete a user is dependent on the role and privilege level of the managing user.
1. Navigate to Settings > Account Management.
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