Account Manager




The Account Manager module allows administrative users to add, edit, and remove accounts.


This module functions outside the realm of the normal permissions hierarchy.  It can be viewed by any user with membership in Site Administrators, Security Administrators, or Dashboard Management site-level roles with no regard to permissions assigned to the tab on which the module is placed.  For more information on the roles referenced in this section please see the role based security topic.  Administrative users can configure additional module settings by clicking the  button.


Adding New Accounts


To add a new account click the  button which will open the profile editor and allow an administrative user to define the details of a new account.  It is critical that after defining a new account that role

assignments be made or the account will have the default permission set and will not have access in any dashboard.


Editing Existing Accounts


To edit an existing account, you must first search for the account.  To do select the field in which to search (valid choices are first name, last name, and email address) and provide the value to search for and click the search button.  You can use the database search wildcards in the search for field. By default, the system will return matches for any account where the search field starts with the value provided in the search for box.  If any matches are found the returned account are displayed in a list alongside edit and delete buttons.  Clicking the  button will open the account in the profile editor where account details and security can be edited.  Clicking the  button will allow you to delete the account if the account is already disabled.  If the account is still active you need to open the account in the profile editor where the account can be disabled and the deleted.  This may seem like pain but this is how accidental deletes are avoided.  If the end-user is a member of either the Site Administrators or Security Administrators roles an option to start impersonation exists by clicking on the  button.


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