Managing Users in PSXLink

KB Article #6785

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Admin users can manage user accounts as needed through the Preferences menu in PSXLink, including: 


Adding a User

Watch the video below to learn more about adding users!

To add a new user:

  1. Choose Users from the Preferences drop-down menu.
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  2. Click Add User.
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  3. In the pop-up window, enter the user's First Name and Last Name.
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  4. Type the user's Email address and Phone number in the provided fields.
  5. Choose the Account Type that the new user should be set up as (User, Recipient, or Account Representative). 
    1. User: Users can have varying roles (Viewer, User, or Admin).
    2. Recipient: Recipients can receive reports as an individual or be part of a Recipient Group. Note: Someone can be assigned as a Recipient without being assigned as a User.
    3. Account Representative: Choose this account type if the individual will be responsible for maintaining and growing the sales of particular customer accounts.
    4. Note: More than one Account Type can be selected. 
  6. If User is selected, choose the appropriate Role from the drop-down menu.
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    1. Viewer: Can view all features and enter information in accounts' CRM tab for Active Clients and Prospects, but cannot extract data where normally available.
    2. User: Has full access to all features except Preferences. 
    3. Admin: Has full access to all features. 
  7. If Recipient is selected, choose the Recipient Group the user should be added to if desired. (Learn more about Recipient Groups.)
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  8. When ready, click Submit.

Editing a User

To edit a user: 

  1. Choose Users from the Preferences drop-down menu.
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  2. Find the user's name in the table and click to highlight it. 
  3. Click Edit User.
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  4. In the pop-up window, update the fields and the Account Type as desired.
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  5. When ready, click Submit.

Deleting a User

To delete a user: 

  1. Choose Users from the Preferences drop-down menu.
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  2. Find the user's name in the table and click to highlight it.
  3. Click Delete User.
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  4. A confirmation message will appear. Click OK to delete the user. 
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  5. The user is now deleted. 

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