How do I create or edit users for AutoConvert?

Create a user

1. Select the ‘Settings’ tab
2. Select ‘Account’
3. Select ‘Users’
4. Select the ‘Add’ button in the top right
5. Fill out the form. You must add:
   • A username - they'll use this to log in
   • Forename
   • Surname
   • Email address
   • Mobile number
   • Custom roles - this gives them the right permissions
   • Accounts - if you have sub-accounts, add the ones needed
6. Select 'Save changes'

If you have any temporary staff or know a colleague will no longer be using the system, you can add an ‘Expiry’ date. The system will deactivate their login on that date.

Edit a user

1. Select the ‘Settings’ tab
2. Select ‘Account’
3. Select ‘Users’
4. Select the user you want to edit
5. You'll be able to edit most of the fields, except 'Password' and 'Email'. To change the password, send the user a password reset. If you need to change an email, get in touch.
6. If you need to deactivate them, untick the 'Active' button in the bottom left
7. Select 'Save changes'