Add, Edit, or Deactivate a User (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Select Settings > Users > Add User.

2

Enter the required information within all User fields.

Note: The Username must be unique as Skimmer is taking all Skimmer Usernames into account. The email address you enter will receive the reset password email if/when needed.

3

Select Role. 

Note: Selecting 'Tech' will populate Extra Privileges to select from. Opt in/out of each privilege (optional).

4

When finished, click Add New User.

5

To edit a User's information, select Settings > Users > Edit > Save User Info. 

Note: If updating a User’s password, click Save New Password.

6

To make a User inactive, select Settings > Users > Edit > uncheck User is Active > Save User Info.

Note: Click the Inactive tab to view inactive Users.