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Administer Personal Logins

Administrators can access the Personal Logins page to review and manage users on a shared account. In addition to reviewing basic login information, you can create, re-invite, and deactivate logins.

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To administer personal logins
  1. Point to Setup and in the menu, click Users. The Users List page opens.

  2. Locate the shared account and on that row, click Personal Logins. The Personal Logins page opens.

  3. Take any of these actions.

If you want to...

Then...

Create a personal login,

  1. Click Create Personal Login. The Create Personal Login page opens.
  2. For Login Email, enter the user's email address. Login emails must be unique from other email addresses on the account.
  3. Click Next.
  4. For Full Name, enter the user's first and last names.
  5. Click Submit. An email is sent to the user inviting them to complete the personal login setup.

Re-invite a personal login user,

Locate the personal login user and on that row, click Reinvite. Another message is sent to the user's email requesting that they verify their email address.

Deactivate a personal login user,

Locate the personal login user and on that row, click Deactivate.

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