User Accounts

Creating User Accounts

An email address, first name, last name, and password must be supplied when setting up a new user account. Your organization license will dictate how many user accounts (seats) you are allowed to create.

If you would like the user to change their password the first time they login, be sure that the “Require Password Change on Next Login?” switch is enabled.

Managing User Accounts

The account details screen allows either an administrator or the account owner to change details, apply security options, or link external login providers.

To get to your own account details, click the user icon (top right) and click on your name. If you are an administrator for your organization, you will see a green banner above your name. Organization administrators have additional functionality to help facilitate user management for their organization.

User Account Details Page

The user account details page has the following notable sections.

1. Name and organization heading.
2. Edit details about the user or enable “Require Password Change on Next Login?”
3. Content tabs: Details, Linked Accounts, and Developer.
4. Content depending on what tab is selected.
5. Action panel for local authentication options: Change Password or enable two-factor authentication. Organization administrators will also see a link here that allows them to promote or demote the user to the Organization administrator role and send activation emails.
6. Login and account creation date details.
7. Users that are scheduled to change their password the next time they login will show a banner at the top of the details page.