Users

Everyone working with IMPACTprogram needs a user account. These accounts allow users to log in to the program, and define user security rights. User accounts must be created by a system administrator.

To access Users, select Admin> Users.

The Users screen lists all users that have been created for the current program. You can filter the list using the Filter By Company drop-down menu. You can sort the list by any of the columns.

To Add a User:

1. Click the Add a User button. The details box will appear.

2. Enter the Login Information for the new user.

3. If the user already exists as a contact, select the appropriate name using the User drop-down menu to automatically fill in the user's contact information.

4. Check the System Admin box to grant the user administrator rights.

5. If the user is not a contact, fill in the Contact Information.

6. Click the Save button. The details box will close and the User screen will refresh to display the new user.

To Edit a User:

1. Click the name of an existing user. The details box will appear.

2. Make the necessary changes to the details.

3. Click the Save button to save your changes. The details box will close and the People screen will refresh to reflect the changes.

To Delete a User:

1. Click the name of an existing user. The details box will appear.

2. Click the Delete button. You will be asked to confirm the deletion.

3. Click OK to delete the user from the program. The details box will close and the People screen will refresh to reflect the change.