Maintain Users

Firm Administrators can go to the Maintain Users page to manage the user accounts associated with their firm/organization. 

To navigate to the Maintain Users page:

1. Click Home in the menu at the top of the page. 
2. Scroll to the bottom of the Home page
3. Select Maintain Users under the Admin header. 

Once there, you can:

• create new user accounts
• update the access rights for an existing user account
• change the password for an existing user account

Create a New User

Enter the new user's information in the gray box at the bottom of the page (note that their password must be at least eight characters long and include both letters and numbers). Then, check off all features of the software that they should be able to access and click Add. They will receive an automated email notifying them of the account creation and providing them with their login credentials. 

Update a User's Access

Select the user's name to review and update the list of features that they are able to access. Click Save to save any changes. 

By default, users are able to access all meetings inside of the firm account. If you would like to limit their access to specific meetings, use the Restrict Meetings To field to select the applicable meeting name and click Restrict. 

The user will not be notified that their access has been updated. 

Change a User's Password

Click Change Password next to the user's name. Enter the new password then click Submit. Note that their password should be at least eight characters long and include both letters and numbers. 

The user will not be sent the new password automatically; you must notify them of the change.