Active User - Login


To Navigate to Contacts:

Step     Action

  1.       Select {Settings} and then select Account under the Admin section.

  2.       Use search filters to locate the desired Contact.

  3.       Select the contact's name to open the Contact view page.

  4.       Select Edit from the Actions drop-down. The Contact edit modal will open. 


Adding Active User Login

Step      Action

  1.        From the Contact modal, complete the fields.



Field
Description
Role
Select applicable roles from the drop-down menu.
Username
Enter contacts Username.
New Password
Enter a New Password.
Confirm New Password
Re-enter password to Confirm New Password.


  2.      Select {Save}.


Editing or Deleting Active User Login

Step      Action

  1.        From the Contact modal, edit fields or delete all field information.

  2.        Select {Save}. A results window will confirm Contact edited successfully.