Adding/Managing Users

Overview

Admin users can follow the below steps to configure additional users of your organization’s VT.

Please Note

Prior to establishing additional users, you will need configure role permissions first.

 

Additional users can be added and removed at your discretion at no additional cost. To access user settings, start by clicking Admin tab. 

 

 

Add Users

Click Add a User Complete the requested information (fields demarcated with an asterisk are required):

  1. Username*-  Determine a unique username for your new user.  (Typically, admins will determine a pattern for which all user names adhere to, first initial + last name, for example)
  2. Password*- Must be at least 8 characters in length, contain at least 1 number, and at least 1 special character - Temporary password will not be emailed to new user.
  3. Role*- Pick the role from the drop-down menu. Must create role for users first.
  4. First Name*
  5. Last Name*
  6. Email Address
  7. Department

Complete by clicking Save Changes

 

Manage Users

To make changed to an existing user, click All Users from the Admin tab, then click the User ID for the user you wish to modify in the left column.

Under the User section, you can modify the user’s Username, First & Last Name, Email, and Department, as well as change the user’s password by clicking Change Password for User.  

In the sections that follow, you can review and audit login history as well as transaction history specific to that user.