CRD Welcome Package
Corporate Relations Department
Procedures Manual
RESETTING THE PASSWORD OF A USER
1. Click on the dropdown Admin 2. Highlight and click on Users from the dropdown (see image above) 3. From the list of users, click on Reset Password next to the corresponding record you would like to reset the password for 4. A green banner will show up at the top of the page informing you of the new password for that user
MANAGEMENT OF GROUPS
A group is a collection of users with similar responsibilities and permissions at a broad level. A user in a particular group may have multiple roles assigned. See Management of Roles below.
Groups Listing
1. To view the list of groups, click on the dropdown Admin 2. Highlight and click on Groups from the dropdown (see image above)
Adding a group
1. Click on the dropdown Admin 2. Highlight and click on Groups from the dropdown (see image above) 3. In top left corner, click on Add Group 4. Fill in the necessary fields 5. Scroll to absolute bottom of page and click Submit
77
Made with FlippingBook - professional solution for displaying marketing and sales documents online