Application Users

During implementation, an organizational unit is configured in Administration for your organization. This organizational unit is used to manage all application users. A System Role Administrator can add, edit, and delete users within the organizational unit, as well as reset user passwords, disable accounts, and unlock accounts.

To add users to the system, you access the Organizational Units page and click Add on the action bar. After you add users to the system, you must assign them to system roles to determine what areas of the system they can access.

Add an Application User

Edit an Application User

Edit the Link Between a User and Constituent Record

Application User Records

 

 

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