Contracts Manager™ | Step-by-step Guide: User Management

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Contracts Manager™

Step-by-step Guide: 

User Management

A step-by-step guide to adding and managing users within Contracts Manager™

What is User Management?

The User Management setting is used for two main purposes in Contracts Manager:

1. Add Users

2. Deactivate Users

This guide covers the following topics:

 Adding a User

 Deactivating a User

 Re-Activating a User

Adding a User

 

1. Click on the Set-up Tool and select User Management.

2. Click on the “Add” button

3. The following window will appear. Fill out all the necessary fields (Username, email, First Name, Last Name). Select the Profile (which is the set of privileges the user will have). Select the Department. Click the “Save User” button

Deactivating a User

1. Click on the Set-up Tool and select User Management.

2. Select the User you would like to deactivate by selecting the check box beside their name.

3. Click on the “Deactivate” button

Re-Activating a User

1. Click on the Set-up Tool and select User Management

2. Select the User you would like to activate by selecting the check box beside their name.

3. Click on the “Activate” button

Notes:

- A green box beside the username means the user is active

- A red box beside the username means the user is deactivated and cannot access the system