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Managing User Accounts
Managing User Accounts

Instructions on creating, updating, and deleting User Accounts.

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Written by Rachel Gough
Updated over 7 months ago

Users with the proper permissions can create, manage, and delete Scaffold User Accounts from the Users & Roles area, which can be found in the Scaffold Navigation.

Creating a User

To create a new user account from the Users & Roles page,

  1. Click the Add Users button

  2. Once redirected to the Add User page, enter the email associated with the new user account.

    • You can create multiple user accounts, by separating each email with a comma.

  3. Click the process link, this will generate a list of the Processed User Emails.

  4. Within the list of the Processed User Emails, make any necessary adjustments to the Email, Username, and their Roles.

  5. Click the Create Accounts button.

Once the accounts have been created, the new user will receive an email regarding their account creation with login instructions.

If your Scaffold instance does not have the updated user account creation, please submit a support request to apply the updates to your instance.

Note:

  • Once a username is created it cannot be edited.

  • Usernames are case-sensitive.

  • Email alias can only be associated with 1 Scaffold Account.

Updating a User

To update a current User Account,

  1. Select the user from the Users list

  2. Once you have been redirected to the User Account Details, make the necessary edits.

  3. Select the Save button that will appear once changes have been detected.

Note:

  • Usernames cannot be edited.

  • If an email is updated, the user will want to verify their updated email address the next time they log in.

Deleting a User

To delete a user, select the trash icon located next to the user in the User list.

Note:

  • Deleting a user deletes the user from the front end only. This will prevent the user from being able to log in.

  • You can recreate a deleted user account if needed.

  • To delete a user from the back end, please submit a request to K16 Solutions Support.


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