The Manage Users tab can be found by going to the top left toolbar of your act web page, clicking on Tools, and then Manage Users
This page gives you an updated list of all users currently in your database, whether active or inactive. Active users are able to log into the database with their email and password, and view or edit records in the database. Active – Pending means this active user hasn’t logged in for the first time. You should never delete a user, as it will delete the histories and any other data they were involved in, just inactivate them.
You can sort by any column, but we suggest you sort by Logon Status, At the bottom of the page you can see the amount of active user licenses you have available. Besides viewing your current users, the manage users page lets you hide inactive users from drop down lists of the Record Manager field. This helps clean up databases with a lot of inactive users. On the left are your main tools, the ability to create new users, edit user info, and delete users.
On the first page, we recommend putting potential employees into your database as contacts beforehand, then you can create Users from existing contacts. This way, you can have the info automatically entered for you.
The next page is short, allowing you to make your new user active or inactive. On the page after that, you can give or remove permissions for this specific user. The choices you have will depend on the security role you gave your user. These roles include browse, restricted, standard, manager, administrator, and system manager. Kenbar advises to make new users Standard Users, and take away the ability to delete records or export to Exel. After that, you will see the permissions you can add or remove from the user you’re creating. Lastly can add your user to a team, which are used when you have a larger company.
At the end, you can click finish, and your contact will be created or updated to a user.
