KB Article #6785
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:
- Choose Users from the Preferences drop-down menu.
- Click Add User.
- In the pop-up window, enter the user's First Name and Last Name.
- Type the user's Email address and Phone number in the provided fields.
- Choose the Account Type that the new user should be set up as (User, Recipient, or Account Representative).
- User: Users can have varying roles (Viewer, User, or Admin).
- 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.
- Account Representative: Choose this account type if the individual will be responsible for maintaining and growing the sales of particular customer accounts.
- Note: More than one Account Type can be selected.
- If User is selected, choose the appropriate Role from the drop-down menu.
- Viewer: Can view all features and enter information in accounts' CRM tab for Active Clients and Prospects, but cannot extract data where normally available.
- User: Has full access to all features except Preferences.
- Admin: Has full access to all features.
- If Recipient is selected, choose the Recipient Group the user should be added to if desired. (Learn more about Recipient Groups.)
- When ready, click Submit.
Editing a User
To edit a user:
- Choose Users from the Preferences drop-down menu.
- Find the user's name in the table and click to highlight it.
- Click Edit User.
- In the pop-up window, update the fields and the Account Type as desired.
- When ready, click Submit.
Deleting a User
To delete a user:
- Choose Users from the Preferences drop-down menu.
- Find the user's name in the table and click to highlight it.
- Click Delete User.
- A confirmation message will appear. Click OK to delete the user.
- The user is now deleted.