Manage Users

A user's role determines the features the user can access. The Admin role is reserved and grants permission for all features in all applications. For detailed information about settings, click ?.

To add or change user information

You cannot change a user ID as it is used to login. If you need to change the user ID, you must delete and re-add the user.

  1. Click Administration in the drop-down menu at the top of the page.
    The Set Up Users page opens.
  2. To add a user, click Create User. To change user information, including the user's password, click the user's ID.
    Only administrators can change a user's password. Permitted characters for a user ID include the letters A through Z; numbers 0 through 9; and the dash and underscore characters ( - and _ ). No spaces are allowed.
  3. To change the user's role, click to open the Role drop-down list and select the role to assign.
  4. Complete or change the remaining settings for the user, including the password if needed.
  5. Click Save.
  6. To change QTRACS, HOS, or alert software settings, click the corresponding tab. These tabs appear only if you use the applications.
  7. Each time you change settings on a different tab, click Save.
  8. When you're finished, click Save and Return to Users.
User preference changes take effect the next time the user logs in.

To delete users

When you delete a user, he or she is prevented from using any Services Portal software, even if currently logged in.

  1. In Administration, click the Users tab.
  2. Click the user's ID.
  3. When you have verified that you want to delete the user, click Delete User.
  4. Click the option that best suits your needs:
    • Delete User (Permanent)
    • Lock Out User
    • Cancel
If you choose Delete User (Permanent) the user is deleted, but his/her ID is retained in the system because there are history records that reference the ID. After you delete a user, you cannot reuse the user ID if the user returns or you have someone with a similar name.

If you choose Lock Out User, the user is just locked out and can be unlocked later if the user returns.

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