User Management

How to Manage your agency's Users

Through the User Management page, you can invite and manage the users that have access to your Certificate Hero environment.

For more information on how to invite a new user, click HERE.

For management of users, please continue reading below. 

User Management Grid

To access the users menu, within the lefthand menu, click “ADMIN”. Then click “Users".

You will then be brought to your User Management grid.

Within your User Management grid, you can utilize the search bar and the filters to sort by various statuses, narrow down specific User Types or User Groups, and edit existing Users.

Search Bar

Utilizing the search bar, you can begin typing your search inquiry to narrow down the user list based on the entered criteria. 

For example: You can type in a specific Permissions Group name, to locate all users associated with that Permissions group.

Filter Statuses

Utilizing the filters, you can select various criteria to locate specific users, including selecting specific statuses.

There are three user statuses: 

• Active: An active user can log-in and use Certificate Hero
• Invited: An invited user has an invitation pending to join Certificate Hero
• Inactive: An inactive user will be unable to enter the Certificate Hero website. They will be told their user is not enabled and to reach out to an Administrator. 

Edit a User

To edit an existing user, locate the user you wish to edit and click the "Actions" dropdown menu.

From here, select "Edit".

Editing a user allows you to update their profile information, including their User Type, associated Permission group and status.

To deactivate a user that no longer needs access to Certificate Hero, click the "Update Status" dropdown and select "Inactive". 

Click "Update User" to submit this, and any other changes made to the user.

To learn more about setting up various agency account details, click HERE.