Manage users

After you create users, you can update user settings, activate and deactivate users, and reset their passwords.

Define Zilliant users

To manage Zilliant users, first populate the users list. Do this by synchronizing with the active user records in the system.

To define the Zilliant users list:

1. From the Manager Dashboard, expand User Management and select User Setup.
2. In the Users worksheet, select the Sync Users worksheet action.

This locates the active user records that already exist in the system and syncs them with the list of Zilliant users that appear in the Users worksheet.

To manage the users list, follow the steps in Configure users list.

Add user

1. From the Manager Dashboard, expand User Management and select User Setup.

2. In the Users worksheet, select Insert Row.

3. Enter or select information to create a Zilliant user:

   1. Enter values for First Name and Last Name.
   2. Enter a unique value for Username.
   3. Enter a valid email address.
   4. Assign the user to a group. For more information, see Manage groups.
   5. Select a profile.
   Note

   If you don't see the profile you want, it may not be set as visible. To learn how to make a profile visible, read Manage profiles.

   6. Enter a value for Alias. Limit this value to no more than eight characters.
   7. (Optional.) Change default values for Nickname, Locale, Language, Email Encoding, and Time Zone.

4. Select Save. The new user now appears in the list.

5. Select the Sync Users worksheet action to synchronize with the system user records.

Edit user

For editable user values:

1. From the Manager Dashboard, expand User Management and select User Setup.
2. In the Users worksheet, double-click a field you want to change, then enter a value or make a selection.
3. Select the Sync Users worksheet action.

Deactivate user

Deactivating a user leaves their details in the Users worksheet, but removes that user's access to the system.

1. From the Manager Dashboard, expand User Management and select User Setup.
2. In the Users worksheet, clear the Is Active checkbox in a row.
3. Select the Sync Users worksheet action.

Reset user password

1. From the Manager Dashboard, expand User Management and select User Setup.
2. In the Users worksheet, select the Reset Password checkbox for the needed user.
3. Select the Reset Password worksheet action.

The user will receive an email with instructions on how to reset their password.

Audit user changes

The following columns show who made the most recent changes to user data, and when:

• Updated By—Shows the username associated with the latest change to the user data.
• Updated Date—Shows the most recent date and time the user data was updated.

By default, these columns are hidden. Follow the steps in Show hidden columns to make the columns visible.