User Manual

Editing Users
Once you’re on the user dashboard in the upper right-hand corner click the
blue “Edit User Details” icon.
Make any changes that are needed.
Click the blue “SAVE CHANGES” icon on the bottom right-hand corner of
the page.
Disabling Users
On the homepage of your portal click “Users” across the top of the screen.
This will show you a list of all active and inactive users.
To deactivate a user click the red “DEACTIVATE” icon under the actions
column.
A screen will pop up reading “You are about to deactivate a user on this
account. You can transfer this license to another user if available. If no users
are available the license will expire at the end of the billing cycle.”
Select the best option:
Cancel license on next billing cycle
Create and assign a new user
Transfer License
If choosing this option you will need to have already created a new user and
choose their name from the drop down box.
Click the blue “CONFIRM” icon.
Activating Users
On the homepage of your portal click “Users” across the top of the screen.
This will show you a list of all active and inactive users.
On the right-hand side click the blue “ACTIVATE” icon.
Read through the license subscription information.
Select option:
Add Additional License
Transfer License
Check the box next to the “I understand” statement.
Click the blue “CONFIRM” icon.
This will activate the user.