OrgChart Now Help Guide

Account Settings: Manage Users

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

The Manage Users page allows an administrator to create, delete, and update user credentials.

Accessing Manage User Settings

Select More > Account Settings and then select the Manage Users option.

Manage User Options

Administrators can add or update user credentials.

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Create a new user. See details below.

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Download an Excel report containing a list of all user credentials.

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Search for a user.

Apply Filters

Filter search using role type (Read Only, Read/Write, Administrator) and/or access group.

Editing User Accounts

To make changes to a user's credentials, hover your mouse over the desired user.

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The following options will be presented:

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Edit a user. See details below.

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Delete a user. An administrator cannot delete their own account. You must create a new administrator or have another administrator delete the account.

Creating or Editing a User Credential

The following fields are required for a user credential:

  1. User ID - Recommend using email address as User ID.

  2. Name - User's Name (e.g. Kevin Smith).

  3. User Email Address - Valid email address is required to reset or change password.

  4. Role - Read Only, Read/Write, or Administrator (See Role Types below).

  5. Access Group - Access Group to be assigned to user. Access Groups control access to application functionality and data.

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Role Types

The following roles are available:

  • Read Only - User can view, search, and export org charts but cannot modify org chart or change presentation options.

  • Read/Write - All Read Only capabilities plus user can create charts, modify presentation options, and participate in workforce planning (e.g. Collaborative Planning) exercises.Collaborative Planning

  • Administrator - All Read/Write capabilities plus access to all administrator functions (e.g. Manage Users, Chart Settings, and Account Settings).

First Login

When a new user logs in for the first time, the user will need to click on the reset password link (on the login screen) and then enter their email address. An email with instructions on how to reset the user's password will be sent to their inbox. Once the password is reset, the user will be able to login.

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Related Links