Adding and Managing Users (Video)

In this video, you will learn how to make changes to an existing user’s profile, as well as add new users.

To add or manage a user, navigate to the Admin area by clicking the gear icon from the left-hand navigation area. From there, click “Users.” Here, you can view and search for existing users and filter to view deactivated users. Sometimes, you will need to edit an existing user. To do this, use the search box to find the user you need to edit. Once you have located the user, click on their name. The User Details box will pop up, allowing you to make necessary changes. Once you have made the changes, click “Done” and “Submit.”

To add a user, click “Add New”. You are now able to fill out the user’s information. Required fields are marked with an asterisk. Once you have finished filling out the user’s information, click “Submit.” We will discuss security privileges in the next lesson.

Once you have created the new user’s profile, you will provide that user with PlanetBid’s website link and instruct them to create their own password. To do this, they will enter their email address in the box and click “Log In.” Then, click “Need Password Help?” The user will verify their email address in the box and click “Send.” An email will be sent, and they can follow the prompts to finish setting up their account.

To update an existing user’s profile, search for the user and click on their profile to select. You can then update their information, such as name, title, phone number, email, and department. Click “Submit” when you have finished making your updates. We will discuss security privileges in detail in the next lesson.