How to Set Up Users

Users with administrative-level access can create and manage user profiles for your PDCflow account. These users with administrative-level access can assign various permissions, update user activation, reset user passwords, unlock user profiles, and more.

In this documentation, we will explore:

• Accessing User Management
• Adding New Users
• Viewing and Editing Users
• Reset a User Password
• Deleting a User Profile

Let’s get started.

Accessing User Management

Step 1: Sign in to PDCflow and navigate to Configure in the top navigation and select App Users from the drop-down menu.

Step 2: Select User Profiles from the App Users drop-down menu.

You will be taken to the User Profiles page where you can create and manage your users by assigning them various levels of permission, setting their activity status, and other details.

Adding New Users

Each user added to your PDCflow account must be assigned to a security group. 

Note: For more information, refer to the security group help article.

To add a new user, follow the steps below.

Step 1: Click on the + New User button on the top left-hand side of the User Profiles page.

A new modal window will appear to add the new user.

Step 2: Enter the user’s email address for the username and click on Validate Username.

A new window will open with additional fields.

Step 3: On the Add a new user page, enter the information requested in the fields, including:

When you’ve finished entering information, click the Update user profile button to save the information.

Once a new user is saved, an email will be sent to that user's email address with the URL to the PDCflow login page, their username, and a temporary password. 

When a new user logs into PDCflow they'll be prompted to update their password and create security questions.

Viewing and Editing Users

Step 1: Click on the Edit icon (pencil) from the Actions column for the user that you want to view or edit. 

On the Edit User Profile page, you can view and modify the user profile including username, first and last names, timezone, department, security group, and activation. 

Step 2: Click on the Update User Profile button to save any modifications that you’ve made.

Recent Sign-In History

At the bottom of the Edit User Profile page, you can view the log for a user’s sign-in activity in the Recent Sign-In History table.

Reset a User Password

Step 1: Click on the Edit icon (pencil) from the Actions column corresponding to the user for which you want to reset the password.

Step 2: On the Edit User Profile page, click on the Reset Password link and a modal window will appear allowing you the option to change the password. 

Step 3: Confirm the password reset by clicking on the Reset password & Unlock profile button. 

After you click the Reset Password button, an email will be sent to the user's email address with a temporary password. If the user's profile was locked (due to too many failed login attempts) then the user profile will also be unlocked. 

Deleting a User Profile

Step 1: Click on the Delete icon (trash) from the Actions column corresponding to the user profile that you want to delete.

Step 2: A modal window will appear to confirm the deletion of the user profile. Click on the Remove user button to confirm the action and remove the user. The selected user profile gets removed permanently from the User profile page.

Still Need Help? 

Please contact our Customer Success team via email at support@pdcflow.com for further assistance.