Manual User Management for TMS Administrators

Create a User Manually

1. Locate and hover over the User Management icon on the left navigation bar.
2. Click on the User Management icon where a list of organization entities will now be displayed.
3. Select the organization entity you wish to add the user to by expanding. 
4. Select +New User.
5. Enter
   • First Name (Required)
   • Last Name (Required)
   • Username - Enter organization email address (Required)
   • Password (Required)
   • Title (optional)
   • Select desired permissions if applicable (see Permissions Overview)
6. Select Save.

Edit a User Manually

1. Locate and hover over the User Management icon on the left navigation bar.
2. Click on the User Management icon where a list of organization entities will now be displayed.
3. Select the organization entity you wish to add the user to by expanding. 
4. Locate the user and select the edit pencil.
5. Make any necessary changes to user information and permissions.
6. Select Save.

Change a User to Inactive Status

1. Locate and hover over the User Management icon on the left navigation bar.
2. Click on the User Management icon where a list of organization entities will now be displayed.
3. Select the organization entity you wish to add the user to by expanding.
4. Locate the user and select the edit pencil.
5. Toggle the Status to Inactive.
   • The user will no longer be able to login when the Inactive Status is set.
   • To change the status back to Active, toggle the Status back to the Active Status and the user will be able to login again.
6. Select Save.