To edit an existing user:
- Head to User Management > Users.
- Locate the required user and select [EDIT].
Within the existing user, you can edit various aspects of the users account.
Change User Credentials
Within an existing user, the following credentials can be updated:
- Name: Enter the users name.
- Login Email Address: Enter a valid email address for the user.
If the user has access to multiple companies throughout Cinchio back office, changes against these credentials are reflected across all companies.
Note that it is not possible to change a users Password on their behalf. A user must either Change Password within their user profile whilst logged in, or they can follow the Forgot Password prompt via the login page.
Update User Access
For details on how to update which sites the user has access to, Click Here.
For details on how to update users access rights throughout Cinchio back office, Click Here.
Adjust User Settings
Within an existing user, the following settings can be updated:
- Contact Number: Enter the users contact number.
- User Default Site: Specify which site the user accesses by default when first logging in.
- Default Like For Like Dashboard Date: Specify whether the users Like For Like Dashboard will default to Today or Yesterday when first accessing it.
- Session Timeout: Specify how many minutes until the user gets logged out automatically when inactive in Centegra plus. (Default is 30 minutes.)
- Auditor: Enable the user as a stock period auditor, for use as part of the Audit Periods feature.
If the user has access to multiple companies throughout Cinchio back office, changes against these settings are specific to the company that the changes are made against only.
View Invitation Status & Resend Invitations
For new users, within the users setup page you can see the status of a new user invitation.
If the user has not yet logged into Cinchio back office, a message will highlight this within the user setup page and the [RESEND INVITATION EMAIL] option is available to resend the invitation email to the user for them to set up their password.
These options are removed once the user has logged in for the first time.
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