Manage users

Note: A user's email address is the user's permanent username.

Once an account has been set up and assigned to an administrator, users must be authorized to use the Sales Solution by that administrator. The administrator does so by using the Users page of the Sales Solution. Management includes creating new users, updating user information, and deactivating a user.

Search for a user

Note: Every admin has access to all users in their company's iPromote instance.

Search tools on the Users page help you find what you're looking for. You can search by first name, last name, and email, and you can sort columns to organize results.

1. Log in to the applicable administrative account.
2. Click the Admin tab, click Users, then use the search tools to locate a user from the User List.
3. When you find what you need, just click the user in the User List to see its details.

Add a new user

1. Log in to the applicable administrative account.
2. Click the Admin tab, click Users, then click New User.

   

3. In the New User box, fill out all of the user information. See Change a password.

   

4. Click Save when you are done.

Edit a user

Note: If a user authenticates by using SSO, the administrator can only edit the Account Type and Status fields.

User records can be edited after they are created.

1. Log in to the applicable administrative account.
2. Click the Admin tab, click Users, then use the User List search tools to locate a user.
3. Click the applicable user in the resulting list.

   

4. Edit the user record to suit your needs. See Change a password.
5. When you are done, click Save.

Deactivate a user

User records can be deactivated after they are created. For example, you might need to deactivate a user record if the user leaves your company.

1. Log in to the applicable administrative account.
2. Click the Admin tab, click Users, then use the Users List search tools to locate a user.
3. Click the applicable user in the resulting list.
4. Go to the Status field and select Inactive to deactivate the user. Click Save.

   

5. Close the Edit User box and confirm the user's status in the User List area.

To reactivate a user, see Reactivate a user.

Reactivate a user

User records can be reactivated after they are deactivated. For example, you might need to reactivate a user record if the user returns to your company.

1. Log in to the applicable administrative account.
2. Click the Admin tab, click Users, then use the Users List search tools to locate a user.
3. Click the applicable user in the resulting list.
4. Go to the Status field and select Active to activate the user. Click Save.

   

5. Close the Edit User box and confirm the user's status in the User List area.

To deactivate a user, see Deactivate a user.

Change a password

Note: The steps below do not apply to a user who authenticates by using SSO. Instead, the user must use the connected app to change their password.

The administrator supplies a password when creating a user, but once the user changes their password it disappears from the administrator's view.

• To change their password, the new user can click the Forgot Password link on the product log-in page or go to the Settings page of their account.

Only the new user can change their password.