The Users page

Example of the Users page

The Users page displays a table that lists the basic details related to each user in the team, such as their:

  • Status
  • Name and Surname.
    Combined in the User column.
  • Email address.
  • Username
  • UserPK
    A unique ID that is automatically assigned to each user.
  • Last access date.

Note:
The team list may include:

  • Users that were created within and belong to the selected company.
  • Associate users.
    A user that is displayed as part of a company’s team, but was created within and belongs to a different Accountcentral company. For example, a user from a parent company, or a Contactlab customer care team member.

The Users page enables you to:

  • Search for a user by name or surname, email address or username.
  • Add a new user.
  • Check the Status of a user’s account.
  • Reset a user’s PIN.
  • Reset a user’s Password.
  • View or edit a user’s details.
    Icons in the last column show whether a user’s details can only be viewed or if they can be edited:

    • The magnifying glass icon .
      User details can be viewed, but not edited.
    • The pencil icon .
      User details can be edited.

Note:
You cannot reset your own PIN or password.

You can only reset the PIN or password of a user that was created within the company for which you have admin. permissions. See Viewing and editing a user’s details for more information.

Viewing the status of an account

The Status column, positioned to the left of the User table, displays the following icons, which readily show the current status of an account:

  • A red warning icon .
    The account is suspended, disabled, or blocked. The user’s details can only be viewed, and you cannot reset the PIN or password.
    If you hover your mouse over the icon, a tooltip displays either:

    • Account suspended.
      The user is suspended, the PIN is not active, or the password is blocked.
      or:
    • Account disabled.
      The account has been disabled by Contactlab customer care.
  • A green check mark (tick) .
    The account is active. The user’s details can be edited.

See The Issues page for more about account, PIN and password issues.

Resetting a user’s PIN

To reset the PIN a user received by email, do the following:

  • Locate the appropriate user and in the PIN column, click Reset.
    A confirmation window displays.
  • Click OK.
    The existing PIN is invalidated. A new PIN is generated and sent to the user by email.

Resetting a user’s password

To reset a user’s password, do the following:

  • Locate the appropriate user and in the Password column, click Reset.
    A confirmation window displays.
  • Click OK.
    The existing password is invalidated. A new temporary password is generated and sent to the user by email. The user must then enter a new password the next time they sign in to an Engagement Marketing platform application.

 

 

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