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Adding/Deleting Users + Changing Password

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Adding a User

  • Click on the Add User button on the top left side of the screen

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For good practice

  • Create a user name of the persons email address

    • If there is a response that says "Username and service type combination already exists. It means that the username is being used somewhere else and you will need to choose a different unique username

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  • Enter a password for the client that is rememberable for both parties. Create a system that works for you, that can be remembered if you are not near your computer to look it up

  • E.g. First letter of their name, and last four digits of their phone number

  • Enter the users email address,

    • This will become important if they wish to receive emailed pdf reports

Changing Passwords

  • Click on the name of the user you would like to change

  • A pop out screen will be presented

  • Next to Password, you will have the option to change your password

  • Update the password to something rememberable 

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Click the "Update" button image-20240529-000602.png

Deleting a User

  • Click on the user name, i.e. their email address

  • A screen will pop up and there will be three buttons at the bottom 

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Checking a users password

  • Click on the user name, i.e. their email address

  • A screen will pop up and there will be information listed

  • On the right to "Password" will be their password. 

  • If you can not see a password, call wildeye

https://youtu.be/k8fZrLpQt_I

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