Managing User Accounts

This section provides steps to create new user accounts, reset passwords and add/remove roles from the user

Create a new user account

1. Login as a user with administrator privileges

   

   Login
2. Click legacy administration link as circled in the image below

   

   Legacy System Administration Link
3. Click on manage users link as shown below

   

   Manage Users Link
4. Click on the Add User link as shown below

   

   Add User Link
5. Click the button under the Create new person text

   

   Create new person
6. Enter the details for the user account, making sure to select the following:

   • The create provider account must option

   • Select the System Developer and Provider roles

User account information

Reset user account password

1. Click legacy administration link as circled in the image below

   

   Legacy System Adminstration Link
2. Click on manage users link as shown below

   

   Manage Users Link
3. Search for the user account to be updated then click the System Id of the user to edit

   

   Search for user account
4. Enter the new password twice, and select the Force Password Change to ensure that the user changes their password at the next login

   

   Reset user password

Add a new role to a user account

1. Click legacy administration link as circled in the image below

   

   Legacy System Administration Link
2. Click on manage users link as shown below

   

   Manage Users Link
3. Search for the user account to be updated then click the System Id of the user to edit

   

   Search for user account
4. Select the roles for the new user account, current roles required are System Developer and Provider

   

   Select user roles