Managing Users

Create and Manage Existing User Accounts
Admin privileges include the ability to create new user accounts, grant access to the system, and manage existing user accounts by enabling, disabling, or deleting them as necessary to maintain system security and integrity.

Steps To Create A New User Account

    Log-in to your Lead Capture application using your Admin User Email ID and Password
    Click on the 'Admin' CTA on the navigation bar. From the dropdown select the 'Manage Users' option
    Under the 'Create New User' section, enter the following details about the new user:
  • Email - Users' email address which they would use to log in and reset the password
  • First Name - Users' First Name
  • Last Name - Users' Last Name
  • Password - A strong password to authenticate the user account
    Verify the entered details and click the 'Create User' button below
    You will see the new user created under the 'User Listing' section above the 'Create New User' section
Note: Only the admin can create a new user account and set the user's password for the first login attempt. Once an account is successfully created the admin will manually need to share the login details with the user, after which they are free to  reset their new password .

Manage Existing User Accounts

    Log-in to your Lead Capture application using your Admin User Email ID and Password
    Click on the 'Admin' CTA on the navigation bar. From the dropdown select the 'Manage Users' option
    Under 'User Listing' are listed all your existing users, displayed by First Name, Last Name, and Email Address.
    Against each user name you will see the following options:
  • Disable (primary option) - To temporarily disable a user
  • Enable/ Delete (secondary option) - Once a user is disabled you will see two options, Enable and Delete. To reactivate a disabled user click on the 'Enable' button (against their details). To Delete a disabled user click on the 'Delete' button (against their details).