9 Administration

The Administration page lets you add and delete users and control their level of access. To access this page, click the menu (This image shows the home page menu icon.) and select Administration.

The following image shows the Administration page and highlights areas where you initiate administrator tasks.

Tip:

To see a larger version of an image, right-click on the image to open it in a new browser tab.

The image shows the Administration page. There are boxes around user interface areas where administrative tasks are initiated.

Administration Tasks

The following table explains how to complete tasks through the Administration page:
Task Procedure

Add a user

  1. Click Add.

  2. Enter the user’s email address.

  3. Select the user’s role, and then click Add User.

Add multiple users

  1. Click Users, and then click Add Multiple Users.

  2. Select the role.

  3. Enter the users’ email addresses.

    When adding multiple users with varying roles, consider adding the users in batches. For example, add managers in one batch and then add users in another batch.

    Note:

    Do not clear the Email Addresses check box.
  4. Click Next, confirm the new users, and then click Add Users.

Search for a user or role

  1. Click Users.

  2. To search for a user, enter all or part of the user name.

    When you enter a partial user name, the system shows a filtered list of users whose user names have the characters you entered.

  3. To search for a role, enter the role name.

  4. Click Go.

Change a user’s role

  1. Click Users, and then find the user in the list.

  2. Click The image shows the pencil icon. next to the user.

  3. Select the role, and then click Apply Changes.

Delete a user

  1. Click Users, and then find the user in the list.

  2. Click The image shows the pencil icon. next to the user.

  3. Click Delete, and then click OK in the pop-up window.