Introduction
In this article, we will discuss Managing System Users.
To Manage System Users, go to the Tools and Settings icon > Users tab > Manage User sub-tab.
Manage Users Grid
On this page, you will see all users associated with your reward program or user class. First, you'll notice how many users are associated with your account and how many admin accounts display. You can perform bulk actions by selecting the list of all the users and choosing to delete user accounts, keep or delete data, and make users active or inactive.
Depending on the user class, you may have permission to delete users. If a system user’s user role is below your system role, you may edit the user’s account and log into a user's account or login to a user account by clicking the lock icon.
You may create a new user by clicking the New Record button. You may also upload new users by downloading a template and importing the users. The template is found by clicking the dropdown arrow on the New Record button.
User Setting
To manually create a new user, click the New Record button. You can choose the user role, and depending on your program, you may have one or multiple roles available. Choose the username, email address, and password. You may also click to generate a password; the user can change the password when they log-in. You must enter the user's full name and choose whether to display support settings. Support settings include support tickets and the knowledgebase. This setting is usually toggled On.
- Passwords must contain a length of 6 to 15 characters.
Advance User Details
Additionally, if permissions are given, you may choose to activate the user, allowing the user to edit their own settings and enable built-in help videos.
Once activated, click the Mail Credentials button. The email will include links to help videos for all settings they can access.
If you have any questions, please create a ticket, and one of our support reps will contact you shortly. Thank you.