Can I make a user active or inactive? How do I edit Staff Member options?

Making User Active or Inactive

To make changes to a user profile, please follow the steps below:

STEP 1: Click on the Administration tab on the menu to the left, and then choose “Staff”.
STEP 2: Click the “Staff Overview” tab
STEP 3: Click the edit icon of the staff member you want to edit

Edit Staff Member

In this screen, you can edit the following

  • Classification
  • Credentials
  • First Name
  • Last Name
  • Suffix
  • Email
  • Phone number
  • Enable/Disable Chat
  • Modify access rights
  • Activate/Inactivate Staff
  • Staff Picture
  • Staff Signature
  • Enabling Administrator option
  • Productivity customization
  • Alert Customization
  • Documentation Compliance preferences

You can definitely make a user active or inactive from the Category field. Click the inverted triangle and the option to active or deactivate the staff member will be displayed.

You also have the option to add a profile picture to the user profile, as well as a Signature.

Note: All Required information is marked with an asterisk (*)

Remember to click “save” when all changes have been made.

Important: What do I do if a user gets locked out of the account?

Administrators of your account can unlock a locked account.

Account gets locked when there were too many failed password authentication attempts. As part of security, the user gets deactivated (under the user’s profile under staff will render him/her inactive) and an email is sent to the user and the ITE administrators informing of the attempt.

If you are the administrator of the account and users gets locked out:
1. Login your administrator account.
2. Go to Staff > Locate the Username that has been locked out > Edit the user’s category from Inactive to Active
3. Click Update to save the changes.
4. Notify the user to try logging in again.

You can also contact support if you require additional assistance.