Manage Users

Manage Ordway Users as follows:

• View Users
• Create New User
• Edit or Delete Users
• Unlock User Account

Preconditions:

Only Ordway users with access to manage Users can Add, Edit, Delete or Unlock users as discussed in this article. 

View Users

Steps:

1. Navigate to Menu > Setup > Users.
2. Click View from the Gear icon to manage a user. 

Create New User

 Preconditions:

1. Admin access is required in order to grant access to other users.
2. Determine which access rights to grant to a new user.

Steps:

1. Navigate to Menu > Setup > Organization Structure > Users.
2. Click Add.

3. Populate the User Information:

Add email. The user will receive an email with a link to accept the invitation.

Add User Name. This is the name that will display for actions taken by this user in the Audit Logs.

Determine Role of the User.

• Admin access means that the user is able to create, change, and configure in Ordway platform.
• Read-Only means that they can only see what has already been created in the system, cannot create, edit or delete.
• Custom roles can be created to provide specific permissions.

See additional details on managing Roles and Permissions.  

Edit or Delete Users

1. Navigate to Menu > Setup > Organization Structure > Users.
2. Click Edit from the Gear icon for an existing User to edit corresponding information. 
3. Make edits as necessary and click Save.
4. Click Delete from the Gear icon for an existing User to delete them.

Note: Deleting a User cannot be reversed. In addition, once a User has history within Ordway, they cannot be deleted. In these instances, toggle Active OFF for the user instead. 

Unlock User Account

Complete the following steps to unlock a user account. 

Steps: 

1. Navigate to Menu > Setup > Organization Structure > Users. 
2. Click Unlock Account from the Actions menu for the desired user.