Use the User Summary and Details pages to manage your users, based on your package permissions and user configurations.
Add Users
When creating a new user, the system sends an email to the user with the user name and a link to the login page. The first time users log in, they must enter a username and password.
Add a User (video demo, 1 min)
- On the top menu bar, click System Management (
) > Administration > General > Users On the User Summary page, in the left column, click the link for the kind of user you want to add:
Add an Email User
Add an Online User
Add a Reference User
On the Add a User page, fill in the fields. See Modify Users, below, for the fields for each type of user:
Email User
Online User
Reference User
Modify Users
- On the top menu bar, click System Management ( ) > Administration > General > Users
- On the User Summary page, in the Name column, click the user
On the User Detail page, Click Modify this User
- On the Modify User page, modify the fields, as below
Enable/Disable Users
| User | Description |
| Disabled | Disabled users cannot access the system |
| Enabled | Enabled users can access the system |
- On the top menu bar, click System Management ( ) > Administration > General > Users
- On the User Summary page, click Enable/ Disable Users
On the Enable / Disable Users page:
- Find users: Search within columns, click column headings to sort, or use the page links at the bottom of the list
- Check the users you want
- Click Enable or Disable
- On the top menu bar, click System Management ( ) > Administration > General > Users
- On the User Summary page, click Generate User Summary Report
On the Summary of Users window, in the Group dropdown list, choose the groups
- Click View Report. Result: The report appears
| User | Description |
| Disabled | Disabled users cannot access the system |
| Enabled | Enabled users can access the system |
- On the top menu bar, click System Management ( )
- Disabled Users. Result: The User Summary page reloads with the appropriate users
Reset Password for User
- On the top menu bar, click System Management ( ) > Administration > General > Users
- On the User Summary page, in the Name column, click the user
On the User Detail page, Click Reset Password for this User
- On the Reset Password page, click Reset. Result: The system sends the user an email with a link they click to change their password
- On the top menu bar, click System Management ( ) > Administration > General > Users
- On the User Summary page, in the Name column, click the user
On the User Detail page, Click Select Folders for this User
- On the Select Folders page, check the boxes for the folders the user can use
- Click Save
Time off is scheduled in days, hours, and minutes, but the system displays time off in days on the User Detail page. See User Schedule.
The User Detail page is also available from User Schedule page (see User Schedule > Schedule Time Off)
- On the top menu bar, click System Management ( ) > Administration > General > Users
- On the User Summary page, in the Name column, click the user
On the User Detail page, under Scheduled Time Off, click [n] Days. Result: The User Schedule Details page appears
Schedule Time Off- On the User Schedule Details page, in the Scheduled Time Off section, click +Add Time Off. Result: The Schedule Time Off window appears
Fill in the Time Off fields:
Filter Description End Date The date the time off period ends Reassign All New Items To The user to whom new items are assigned during this user's time off period. This option only affects items that are new after the time off period starts Reassign Open Items To The user to whom open items are assigned during this user's time off period. This option affects items that were open before the time off period Start Date The date the time off period starts - Click Save. Result: The Schedule Time Off window closes
Delete Time Off- On the User Schedule Details page, in the Scheduled Time Off section, in the row for the time off period, click Delete ( )
- Click Save
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