Manage New Users and Roles

This video guides through the essential elements of managing new users and roles.

Chapters:

• Chapter 1: Overview & Users Page- 00:41
• Chapter 2: Create a New User - 02:49 -
• Chapter 3: Delete a User - 03:34
• Chapter 4: Adjust, Copy & Add User Roles - 04:14
• Chapter 5: Special Role Definitions - 05:28
• Chapter 6: User Role Permissions FAQs - 06:21
• Chapter 7: Job Position Examples -
• chapter 8: Impersonate a User -

Audience: System Admin, Department Heads, Admin Assistants

LAST UPDATED: November 2025

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