Selecting Manage > Manage Users from the navigation bar will open the Users page. Here you can view and edit your company's Hosting Portal user accounts. For each user in the list, the following details are shown:

• Username
• Name
• Status – This will indicate if a user is a Supervisor or has been marked as Inactive.
• Email Address

Filtering the List

The following filtering options are available:

• Search – This searches the Name and Email fields in the list for matching users.
• Include Inactive Users – If this is ticked, users marked as Inactive will still be included in the list.
• Records – This drop-down menu will let you choose how many users you would like to display per page. You can navigate between pages using the buttons below the list.

Adding a New User

To add a new Hosting Portal user, select Create New User. This will take you to the Add User page, where you can enter the following details:

• Forenames
• Surname
• Phone number
• Email address
• Supervisor – If this is ticked, the user will have access to supervisor features in the portal, such as Managing Users and company details.
• Desktop User – This option is available if you have implemented a /wiki/spaces/POH/pages/1319501825. If this is ticked, the user will be able to access desktop PICS through the hosting portal.
• Two Factor Authentication Methods
• User Groups

Once you have entered the necessary details, select Create to finish. The Username will be automatically generated for the new user.

Editing a User

Selecting Edit by a user in the list will open the user record to edit. Here you can edit the above fields, as well as marking the user as Inactive. Users marked as inactive will not be able to log into the hosting website, as a precaution you should also disable their account within the PICS application. 

Resetting a User Password

If you have the correct permissions, a button to Reset Password will be available at the bottom of the edit page. 

By default, your system will be configured to send out an email to users once their password has been reset. The user will be provided with a temporary password and a link to login to the portal, where they can then change the password. The temporary password will expire in ten days, after which you will have to reset the password again and send the new one to the user.

If you would like to stop using user emails, contact your PICS administrator, who can get in touch with us to turn them off. Once turned off, when you select Reset Password a window will appear showing you the temporary password instead.