User Management Help
User Management Help
User Administration - Add a user
1. Navigate to Business apps > User Administration > Manage Users
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2. Add a user
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3. Enter applicable information, keeping in mind that fields with an asterisk (*) indicate required fields.
Username must be 8 to 25 characters long; special characters are allowed.
Passwords must be 8 to 32 characters long and must contain 3 out of the following: One uppercase letter, one lowercase letter, one number, and a special character (~!@#$%^&*()_+={}|:;?,./)
This user can access this account via the temporary password for 15 minutes. If the user does not log in within that time, a new password will have to be reset.
Please input at least one phone number for the new user, because the new user will need it for security purposes.
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4. In the Entitlements screen, check off all the features and accounts that you want the user to have, then click Save (functions available will depend on your service plan).
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5. Removing a user
If a user needs to be removed, it’s important to mark the user as Disabled. This will ensure that any ACH batches the user might have created do not get cancelled.
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