Dossiers
User Management
How to manage your team of users within the 1st Reporting web and mobile applications.
Articles
- User Manager Walkthrough
This guide will provide a general overview of the user manager within 1st Reporting. *Please note only users with User Manager privileges have access to…
- Editing A Users Profile
This guide will demonstrate how to make changes to a users profile:
- Sending a User Invitation
Follow these instructions to send an invitation email to a user within your account:
- Disabling / Deleting Account Users
To disable and permanently delete users in your account reference the following video:
- Setting A Users Password Manually
This guide will demonstrate how to manually set a users password in the system.
- Reviewing User Template Access
This guide will demonstrate how to review the access each user has to templates within the system.
- Adding / Removing Users from a Group
Use the following guide to learn how to add/remove users from groups within your account:
- How to bulk upload users
How to Bulk Upload Users Purpose This article explains how to add multiple users to your organization at once using a CSV file. Prerequisites You must…
- Managing Authority Delegation
Coming soon
- How to add a new user to your account
Adding a New User Purpose This article explains how to create a new user account from either the web platform or the mobile application. Prerequisites You…
- Exporting User Data to Excel
Exporting Users to Excel Purpose This article explains how to export your organization's user information to an Excel spreadsheet. Prerequisites You must…
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