Whether it's adding a new user, changing permissions, or editing other details - the user accounts section will allow you to manager user accounts easily.
To get here, go to the Admin section and click User Accounts.
You'll see a full list of users in your office.
Creating a user account
To create a new user account for your office, click the green Add button. Fill out the form, click Add, then Update.
| Field | Description |
|---|---|
| Login Name | This is the CivicTrack user name. Please refrain from using spaces or special characters |
| Password | Your password should contain at least one upper case letter, and one number |
| Full Name | This is the first and last name of the user account |
| Email | This is the email address of the user account. All CivicTrack notices will be sent to this email address |
| Work Queue | Leave the default option set to 'Identify Voter Intentions' |
| Security | The security profile number to be applied to the user account |
Updating a user account
Click the ID number from the user account list, and make the desired changes.
De-activating vs deleting a user account
There is a distinct difference between deleting a user account, and setting the active status to inactive.
Deleting a user account will result in that user account being removed in all areas of the system. You will not see their name appear anywhere, and cannot create another user account with the same user name. This option is best used if the staff member will no longer return to your office.
De-activating a user account will temporarily hide the user account, and has the option of being reactivated. This option is best used if a staff member is taking a leave of absence of an extended period of time.