Guest Users/Contractors
Adding a Guest User/Contractor
Guest users or contractors are users that may be from a different company but can be given access to certain areas of the system.
Note: This tab is configurable so may or may not be shown in the User Management depending on system requirements.
Guest users/contractors are added in the same way as a regular user:
- Select the 'Contractor' tab
- Select ‘Add New Contractor’
- Complete mandatory user details.
- Click 'Save' to complete
- Enter an initial password - this is required for the end user's first login; they will be asked at this stage to enter their own secure password.
Edit an existing Contractor/Guest User
To edit an existing guest user:
- Select the 'Contractor' tab
- Filter for the contractor to edit. The user filter uses an 'Auto-Complete' function where the result set is refined for each character entered into the filter.
- Edit the user details
- Click 'Save'
Guest User Options
- Resend Activation Link - Send the user an email with a link to activate their account
- Set New Temporary Password - This will change the user's password temporarily; they can reset on first login
- Status Log - A status log will display the following user account history: Created Date, Deactivated Date and Reactivated Date Comments
- Convert to Full User - Convert a user with guest privileges only to a full system user
- Deactivate User - Deactivate the contractor user account
Next page: Bulk user ingest