Setting Up the Idencia Management Portal
      Back to home
      1. Help Center
      2. Idencia OneSource Gateway
      3. Setting Up the Idencia Management Portal

      How do I add or update Users in Idencia?

      In this article, learn how to maintain users with access to your Idencia management portal and mobile apps

      Applicable Subscription Levels:   

      QC MANAGER |  STARTER  |  PRO  |  PRO+  |  ENTERPRISE

       

      In this article:

      Creating New Users
      Manage Existing Users

      Reset User's Password

      Deactivate a User

      Delete Users

      Creating New Users

      1. Login to your Idencia Management Portal
      2. Click Users

        Click Users

      3. Click New UserClick New User

      4. Enter an email address for your userEnter an email address for your user

      5. Enter the user's First NameEnter the user's First Nam

      6. Enter the user's Last NameEnter the user's Last Name

      7. Enter a PasswordEnter a Password


      8. Confirm the PasswordConfirm the Password

      9. Select the appropriate Access Level

        For the Management Portal, there are three different access levels that a user can be assigned.

        Read Only - the user can only view data on the website.  They cannot add, edit or delete any data.  This is perfect for a high level person who only needs to view reports, or a production level person who enters the data on the mobile app, but should not be allowed to change data on the website.

        Limited Editing - the user can add Job and Product data, but cannot delete Jobs or edit completed Jobs.  This is perfect for a management type of person who is working in the Management Portal to set up and manage daily production.

        Full Editing - the user can add, edit or delete any data.  This would be for the system administrator.

        For the Mobile Application, any user can enter and view data no matter the access level.

      10. Click SaveClick Save
       

      Editing Users

      To edit a User, select the Edit icon for the User in the Users screen.  You can edit all of the information for a User at any time.

      Resetting a User's Password

      Full Editing users have the ability to reset user passwords.  To do this:

      1. In the Idencia Management Portal, click Users in the left-hand navigation menu
      2. Click the Edit button next to the user name you need to edit
      3. Enter the new password in the Password field
      4. Reenter the password in the Confirm Password field
      5. Click Save

      Inactivating a User

      1. In the Idencia Management Portal, click Users in the left-hand navigation menu
      2. Click the Edit button next to the user name you need to edit
      3. Check the Disabled checkbox
      4. Click Save

      Deleting Users

      If you need to, you are able to delete Users.

      To delete a User, select the Delete icon for the User in the Users screen.  A confirmation page will be displayed.

      Here is a short video tutorial: