- From your home page, look for the Users Box and click View Users.
- On the View Users page, you will see a list of all the people in your account.
- Use the search feature to search by email address, first, or last name, then click Show Results. Search results will appear at the bottom of the page.
- To change the user level, click Edit Permissions and in the pop-up window select the user level: Administrator: Full access to all account features. Manager: Access to account but unable to make purchases. User: Able to view their own assessments.
- Clicking Edit Information allows you to make changes to the selected user.
- Under User Details, you can change: First Name, Last Name, Email Address. Click the Save Changes button.
- Update Password allows you to update the user’s password: Enter New Password, Verify New Password, click the Save Changes button to enable the new password.
- User’s Assessments allows you to see a list of completed assessments.
- User’s Accounts allows you to see a list of accounts this user is associated with.
- Add User to a New Account allows you to assign the selected user to a sub-account.