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Managing Users

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As a System Administrator, you can manage all users within your organization's platform. This article shows you how to:

Add a Member

1. Click the Admin tab, select User Management and then select Members.

Add_and_Delete_Member.jpg

2. Click Add Member.

Add_Member.jpg

3. Fill in the details (required fields are marked with *) and then click save.

  • New users need a first name, a last name and an email address to be created. (A username and a password are not required)
  • If a username/password are not provided, user status is set to Pending and an E-Mail invite is sent to the user’s email account.
  • To prevent undesired email invites from being sent out, some clients have put their own email into the email address field when adding clients (there is no limit on the number of accounts per email address)
  • If username/password is provided, no invite email is sent.
  • If the email address of an Active user is changed, a confirmation email is sent to the user’s email account and the change is not made until that email is confirmed.

NOTE: Ensure to select the correct Role for the user in your organization when creating a new account.

Edit a Member

1. Click the Admin tab, select User Management and then select Members.

2. Locate the user name and click on the edit icon next to the user.

Edit_Member.jpg

3. Make changes and click save.

Delete a Member

NOTE: Only System Administrators have the ability to delete members. 

1. Click the Admin tab, select User Management and then select Members.

2. Locate the user name and click on the remove icon.

Delete_Member.jpg

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