Add, Delete, Modify Users

New users of the system are added in the Admin portal of Welkin. In the Admin portal on the left side menu navigate to Users. A list of all Active and Inactive users will be displayed. As an Administrator you will be able to view a quick snapshot of each User's permissions and security settings:

• Full Name

• Email

• Environment

• SSO

• MFA

• Status

• License Seat

To add a new user you may choose from two methods:

• Send Invite

• Copy User (preferred), when permissions are the same

With both methods you will need to add the general user information in order to send an Invite.

The first method, Sending Invite, will allow you to input all of the Users information. Then you will have to manually navigate back to the user and configure the User from scratch.

Once a User has received an invitation and set a new password, the User Status will change to Active. Next, as soon as the User has received an invitation and has set a new password, they will be able to log into the system.

The preferred method is to Copy a User, because you are able to copy all of the permissions, policies, and access settings from another user and apply them to the new user. This will allow you to avoid having to manually set up permissions.

Send Invite

To send an invite to a new user:

• Navigate to Users in Admin

• Click Send Invite

• Input user information

• Click Send Invite

The new user will receive an email invitation with a link to set up their password for the system.

Copy User

To copy a user:

• Navigate to Users in Admin

• Select the user (whose permissions you would like to copy) from the list

• Click Copy User

• The Copy User modal will open. Enter the new user information

• Click Copy User

The new user will receive an email invitation with a link to set up their password for the system. Once they do, all of the permissions, policies, and access settings from the copied user will be applied to the new user.

Delete User

To delete a user:

• Navigate to Users in Admin

• Select the user you would like to delete from the list

• Click Delete User

• Confirm deletion in the modal

Note: Once a user is deleted, they will no longer have access to any of the Welkin portals. The user's email will become available for new users.

Modifying User Information

Once a user is created, you are able to modify the user's information. To do this:

• Navigate to Users in Admin

• Select a user from the list

• Modify the user information desired

• Click Update User

Any changes made will take effect immediately.