If you have permission to do so, you can create Users in Infoplus. Assign users to roles containing a preset of permissions. Once created, the user will receive an email with login instructions. 


Create a User

  1. Access the User Table by pressing the dot (period) on your keyboard and selecting User from the Quick Actions drop-down list. 
  2. Click the Create New button in the top right. The Create New User window appears:


  3. Type the full name of the user into the Name field.

  4. Enter the user's Email address. This will also be the user's username when logging into Infoplus. 

  5. Enter a Password for the user.
    NOTE:     After user creation, the user will receive a welcome email and be required to change his/her password.

  6. Enter the Password again.

  7. Select the Role(s) to add the user to. 

  8. Select a Role to be the user's Default Role.

  9. Select the Lines of Business that the user should have access to. 

  10. Click OK. The User will appear in the User table. Here's a sample screenshot of the User table:



    NOTE:     The API Key column indicates if an Authorization API Key is associated with the user's account.


Edit a User's Name and/or Email Address:
  1. Access the User table by pressing the dot (period) on your keyboard and selecting User from the Quick Actions drop-down list.
  2. Click the  that appears at the end of the user's row that you want to edit.
  3. Select Edit from the drop-down menu.
  4. Modify the Name and/or Email, and then click OK.


Delete User:
  1. Access the User table by pressing the dot (period) on your keyboard and selecting User from the Quick Actions drop-down list.
  2. Click the  that appears at the end of the user's row that you want to edit.
  3. Select Delete from the drop-down menu.


Related information: