Adding and Removing Users

Adding and Removing Users

Who Can Use This Feature?

Only users assigned to the Client Administrator role have access to this feature.

How to Add a New User

  1. In the  Admin section, click on  Users.
  2. In the top-right corner, click + New User
  3. From the dropdown, select New Member
      
  4. Enter the user's details: First Name, Last Name, Username, and Email Address.
  5. Click Save.
    • The system will automatically send an email to the new user with their Username, Temporary Password, and instructions for resetting their password.
    • If your organization uses Single Sign-On (SSO), you can configure the user for SSO login at this step.

How to Add a New ASAP Reviewer

  1. Under the same + New User dropdown, select ASAP Reviewer.
  2. Enter the reviewer’s information: First Name, Last Name, Username, and Email Address.
  3. Click Save.

    How to Deactivate a User

    1. Go to the main User Index page.
    2. Click on the username of the user you wish to deactivate.
    3. In the top-right corner of the user's profile, click  More to open the dropdown menu.
    4. Select  Deactivate User. This action will immediately remove the user's access to your portal.


    How to Schedule a User Deactivation

    If you need to deactivate a user at a future date, you can set a scheduled deactivation:

    1. Enter the Scheduled Deactivation Date.
    2. You can manage scheduled deactivations from the same page as needed.

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