The Users list is where you create and manage User accounts for your organization's staff. On this page, you can perform a variety of administrative actions, like updating a User's account details (e.g., email address and time zone), giving them a new password, and assigning important account permissions.

TIP: Because there's no limit to the number of Users you can create in your account, we recommend creating one for all of your staff members. This helps prevent the sharing of accounts between staff, which can pose challenges when you're trying to figure out "who did what" in Informz.

To manage your organization's User accounts:

1. Access the Admin interface.
2. Navigate to Settings > Users > Manage.

The Users list page opens.

TIP: On list pages, click a column header to sort on that column; click again to reverse the sort order. Click the columns count below the list to add and remove columns in the current view.

Create a User account

1. Click the plus sign to the right of the page title.
2. In the dialog:

1. Fill out the individual's personal details (email address, first and last names, time zone, etc.). This information describes the authorized User and identifies any actions they perform.
2. Specify what their account login credentials (user name and password) will be.

NOTE: User names cannot be changed after account creation, so ensure its accuracy. Passwords, on the other hand, can be updated. Passwords must be at least 12 characters and contain at least one number or symbol.

3. Assign their account the necessary permissions. These control what tools and features the individual can access and use. (Permissions can be updated at any time after account creation.) See Account Permissions Overview below to learn more.

TIP: You may want to assign permissions to areas where this new User will serve as a backup to a primary user. For example, if Sally is the person responsible managing your campaigns, you still may want Bruce - another trusted staff person - to also have access to this so that he can be Sally's backup if she's on vacation or leaves the company.

4. Click Save to create the account and add the User to the list.

To perform any actions on a User, you need to first select them in the list. Two things happen when you do: The Preview Panel expands and the Edit and Delete buttons above the list become enabled. Click the User record again to deselect it.

Edit a User account

Click Edit to update the User's personal details, give them a new password, or assign/remove account permissions.

NOTE: User names are the only detail you cannot change.

Delete a User account

Unfortunately, it's inevitable. Some of your colleagues will leave your organization. When that occurs, you'll want to remove their account so they can no longer log in to Informz.

To do so, click Delete, followed by Yes in the confirmation pop-up, to permanently remove the account.

Use the Preview Panel

Select a User to view additional details about them in its Preview Panel. (Click the User again to deselect it and close the Preview Panel.)

In the Preview Panel, you can:

• Edit the User's basic details (first and last name, email address, etc.) by clicking them (editable items are indicated by a dashed underline).
• See the number of times they've logged in and the number of messages they've created.

NOTE: The Cancel and Save buttons will only appear at the bottom of the Preview Panel if you make changes in the panel.

Search User accounts

At the top right, you can use the search feature to quickly find specific User accounts.

1. Click the magnifying glass icon to expand a search field.
2. Enter alphanumeric and/or special characters to query the User Name, Email Address, Last Name, and First Name fields of all records.

The list will automatically update with each typed character and display all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.

Export User records

Click the export icon at the top right to export your User records to a CSV file that contains each User's:

• ID
• User name
• Email address
• First name
• Last name
• Date of last login
• Job title
• Admin who created each account
• Date of last account update
• Admin who modified it

Account permissions

Permissions give Users access to different areas of the system, and ultimately help you manage your User accounts by letting you categorize the features and tools specific people can access and use.

Permissions are managed in the Permissions section during account creation or when editing an existing User account.

NOTE: Occasionally, a User will need to log out and back in again for a newly assigned permission to be reflected in their account. If that doesn't resolve the issue, have the User clear their browser cache. If neither of these steps resolves the issue, it may be browser related. Google Chrome is the preferred browser and provides the best user experience.

Permissions descriptions

Permissions are listed in alphabetical order.