slide1

Supported Solutions

Client success is our goal. Our Support Team delivers top-notch turnaround on support requests from any WebPal Server admin. Our enterprise clients enjoy end-user support services to achieve highest levels of adoption and workforce satisfaction.

Adding and Removing a User

Add a new user to the WebPal DM system. Setup general roles for users by enabling or disabling administrative access.


Adding a User

Step 1

To add a user you begin by selecting "Add" from the "Users" drop down menu.

imgaMsaxJHtBz.png

Step 2

When creating a new user you will need to provide the following details:

imgGNmzUpEUnK.png

  • Login - This can be a single word, or in most cases, and email address.
  • Email - This is the user's email address and is used if group notification is enabled.
  • Email 2- This is a secondary email address used in special group cases.
  • Password - The user's password. Please note that these are encoded and therefore cannot be retrieved, only reset.
  • Confirm Password - Confirm the user's password.
  • First Name - The user's first name. Used for displaying "modified by" information.
  • Last Name - The user's last name. Used for displaying "modified by" information.
  • Role - Choose between "user" and "admin". An "admin" user has the ability to log in to the administrative area, add users, permissions and view log files. A "user" has no access to the administrative area.
  • Groups - Select the group(s) which you would like to assign the user to. Learn more about groups.
     

Removing a User

Step 1

To remove a user you begin by selecting "List" from the "Users" drop down menu.

imgxtOElXYgWt.png

Step 2

Select the checkboxes nest to the users you wish to remove.

imgAVHCPiiNho.png

Step 3

Select the red "X" at the top of the column to delete the user(s).

imgGkNLylwXkS.png

Step 4

Confirm the removal of your contacts by selecting "OK"

imggxUrNlLLxW.png

That's it you're done! Now you'll want to move on to adding permissions for that user.