This section relates to managing the people within an organization and gives the administrator access to change and update a user's information, to reset a password for a user and also to add or remove a user from an organization.
In this section, the administrator can change a user's personal information such as address and phone number.
To modify user information, click on the toolbar, then click under the section titled Organization Management.
Click and fill in the fields as necessary.
Click when finished.
If an organization user needs a new password, the administrator can easily assign one in this section. OfficeClip can automatically create a new password and send it via email to the selected user or the administrator can set the password manually and choose whether or not to have the new password emailed to the user.
To reset a user's password, click on the toolbar, then click under Organization Management.
Click . Choose a user from the Select User drop down menu.
Click the radio button to Automatically create password and email to user or, to set the password manually, click the radio button next to Password and enter your own password for the selected user.
The box is checked by default to email the new, manually created password to the user. If you do not want to email the new password, un-check the box.
When finished, press .
This screen allows the administrator to add a
new user to an organization or remove an existing user from the
organization. When creating a new user, the administrator can also
create a password for the new user, either manually or
automatically. When removing users, the administrators can click
the
icon, which will remove
the user and send him an email alert that he has been removed.
Alternatively the administrator can click the
icon, which will remove
the user and send no email alert.
To add or remove a user, click on the toolbar, and then click under Organization Management.
Click . The fields with an asterisk * are required.
Click the radio button next to your preference for creating a password for the new user, then click .
To remove an existing user, click the appropriate removal option from the Option column.
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Note |
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The last administrator cannot be removed from the organization. There must always be at least one administrator in an organization. |
See Also: