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How to manage user accounts

Managing Users

Add a New User

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click on Users
  4. Click New User
  5. You must enter at a minimum a First Name, Last Name and Email Address
  6. Optionally you can enter their Job Title, Office Phone and Mobile Phone
  7. You can select the Role from the Drop down menu
  8. * For MFA customers you can select the method of token generation from the Two-Step verification token option
  9. You can tick the administrator option if you wish this user to have access to the Settings Menu
  10. Click Save User
  11. This will email the user a link to activate their account by setting their own password and password recovery security questions.

Delete an Existing User

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click on Users
  4. Click View next to the User you wish to Delete
  5. Click Delete User
  6. The User will still appear in the Users screen, but the status of that user will have changed to Deleted

Edit and Existing User

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click on Users
  4. Click View next to the User you wish to edit
  5. You are then able to change any of the fields present.
  6. You are also able to click on the Notifications.

You may then tick and untick the notifications you wish this user to receive from PT-X

  1. If you make any changes click Save Changes

Resetting a User’s Password

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click on Users
  4. Click View next to the User you wish to reset
  5. Click Reset Password
  6. Click Yes
  7. This will send an email to the user where they will need to click on the link to set a new password and password recovery security questions.

 

 

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