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Add / Remove a User

Last updated: Thu, 27 Apr 2017 19:07:06 GMT
iOffice Support

Add / Remove a User

In order to add or remove a user, perform either of the functions below. Please remember that you need administrator-level privileges in order to be able to perform these functions. 

 

Note: If you are interested in adding a user, click here

Removing a User

If you would like to remove a user, perform the following steps.

  1. From the iOffice home screen, click either the Admin icon (admin_icon.png) or the Admin tile (admin_tile.png).

  1. Click Users.  The User Maintenance screen opens.

 

Figure: User Maintenance Screen

 

  1. Enter the information about the user you want to remove and then click the Enter key on your keyboard. As you enter the user name, matching names will populate the list of users below the search bar. The User Search Results screen opens.

 

Figure: User Search Results Screen

 

  1. Click the user you want to remove. The Edit User screen opens.

 

Figure: Edit User Screen

 

  1. Under the Permissions section, click the Active drop-down field and select No

  1. Click the Update button. The selected user has been deactivated. 

 

Adding a User

If you would like to add a user, perform the following steps.

  1. From the iOffice home screen, click either the Admin icon (admin_icon.png) or the Admin tile (admin_tile.png).

  1. Click Users.  The User Maintenance screen opens.

 

Figure: User Maintenance Screen

 

  1. Click the Add a User button. The Add a User screen opens.

 

Figure: Add a User Screen

 

User Information

  1. Enter the First Name of the new user.

  2. Enter the Last Name of the new user.

  3. Enter the Email address of the new user.

  4. Enter the Username of the new user.

 

Location Information

  1. If the new user is working remote, toggle the Remote? field to Yes.

  2. If not remote, enter the room that the new user will occupy.

 

Categories

  1. Determine the categories you want to apply to this user by clicking Browse and select them. 

 

Additional Information

  1. From the drop-down menu, click the type of user the new user will be.

  2. Enter any additional comments about the new user.

  3. Enter an Alternate Delivery.

  4. Enter the Address of the new user.

 

Permissions

  1. If the new user is a Site Admin, toggle the field to Yes.

  2. If the user is not a site admin, select the centers associated with the new user.

  3. Once you have finished entering the information of the new user, click the Create button. The new user is created.

 

 

Related Topics

Admin Home

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