All admin level users have access to the Admin Portal, which contains the self-service user managment module.
Access the user management module from Admin Control Panel -> Manage user accounts within the top navigation bar. Once on the user management page, you will find the following tabs used for performing various user management tasks:
From here, you can perform the following tasks:
- Create a new user account - this creates an account and a login name for a user in your organization's ConservationTrack
- Add user account to an existing group - having login name in and of itself does not provide user with access. In order for the user to have access to ConservationTrack, his or her account needs to be added to a group. The typical groups are browsers (readers), contributors, and administrators, although these may vary from one organization to another.
- Remove user account from group - just as you can add a user to a group, you can also remove a user from a group
- Delete user - this removes the user from all groups and deactivates his or her login. Don't use this function if you created an incorrect user account and want to redo your actions. Instead, contact Support.
- Reset user password - this allows for the administrator to reset a password of a user's login to a temporary one. Following this reset, the user will be able to select a permanent password by following the steps outlined here. Note that ConservationTrack already contains a self-service password reset functionality, which means that the administrator should rarely, if ever, have to reset anyone's password. Again, refer the user to follow steps outlined here to recover/reset a password.
- View groups - a tabular view of all Groups within your organization's ConservationTrack, showing each user within the group, along with the user's full name, account name (username), and email address. In most instances you will need to determine a user's account name in order to be able to make changes to that account.
Here is a list of functions that are not supported by the user management module and require submitting a service ticket:
- Promoting users to or demoting users from the administrative roles
- Changing user's email address
- Changing a user's first or last name
In addition, changing a login name is not supported in ConservationTrack.