How to manage a user and edit permissions

How to manage a user and edit permissions

Overview

In this article, we will review:
  1. Where users are managed?
  2. Password management
  3. Permissions
  4. FAQs

Where are user's managed?

Administrators can add, delete, edit, and manage users for their accounts via the Account Portal.  


1.  Once logged in, click Manage Account.
2.  From the Account Portal, click Users.

Passwords

Click the gear icon to manage a user. 

Edit User: Change a user's role & permissions
Disable User: Blocks the user from logging in
Change Password: Allows the administrator to set a new password.    
Reset Password: Emails the user instructions to reset their password.  Use this if a user has never logged in and needs an invitation resent.  
Delete User: Deletes and removes the user from your account.

What are Permissions? 

Permissions are used to grant or deny access to specific areas or functions in the software.  Hover your mouse over the Permissions.  Help text and guidance appears over each permission.  

You can also add and remove accounts (databases).  


Frequently Asked Questions

What are Roles?

Roles help administrators organize staff members.
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Can I add a 2nd administrator? 

You can add a user, then give them ALL permissions.  This is common if you need to add a Treasure, Board President, or Property Manager to the account that needs all or most permissions.  

To read more about adding a 2nd administrator, please CLICK HERE.


Can I edit or change an administrator?  


Contact your AGS account representative for assistance.