Adding and Editing CSI Users

Customer Service Administrators (CSAs) can access the User Admin page of the CSI tool to add new users and edit existing users.

Adding a New CSI User

To add a new CSI user:

  1. In the CSI, click the User Admin tab. A page with a list of existing CSI users displays.
  2. Click the Add new user link at the bottom of the page.
  3. Fill in the fields on the Add User page:
    • Full Name: The user’s full name (with a space between the first and last name).
    • Username: A username consisting of the user’s first and last name, but with no space in between.
    • Password: A temporary password that is communicated to the user by the CSA. The user will then be prompted to create a new password the next time they log on to the CSI using the temporary password.
    • Email Address: The user’s email address.
    • Roles: The role(s) assigned to the user. This determines the levels of access available to the user. The role options that appear are dependent on the role of the user accessing the User Admin tab.
  4. Click Add User.

Back to Top

Editing an Existing CSI User

To edit an existing CSI user:

  1. In the CSI, click the User Admin tab. A page with a list of existing CSI users displays.
  2. Click the Edit link next to the name of the user whose information you want to edit.
  3. Update one or more of the details for the user.
    • Full Name: The user’s full name.
    • Password: The user’s login password. Passwords can be reset by typing a temporary password that is communicated to the user by the CSA. The user will then be prompted to create a new password the next time they log in to the CSI using the temporary password. In addition, CSRs have the ability to reset their own passwords using the Forgot Password? link on their utility’s designated CSI website. These reset options are not available if the user has accessed the CSI using SSO.
    • Email Address: The user’s current email address.
    • Roles: The roles assigned to the user. This determines the levels of access available to the user. The role options that appear are dependent on the role of the user accessing the User Admin tab.
    • Status: An indicator of whether the user is active or inactive. Inactive users cannot log in to the system.
  4. Click Edit User. The page refreshes and your updates are saved, even though there is no confirmation message.

Back to Top