How to set up a User

APPLIES TO – Users with administrative-level access.

DESCRIPTION - 

Here you can create and manage your users by assigning them various levels of permission, setting their activity status, and other details. You can also reset user passwords and unlock accounts.

HOW DO I ADD A NEW USER?

To add a user, click on ACCOUNT > USER on +Add a new user. Enter the username. The username must be an active email address to create a user.

Fill out all the fields for the user, select a permission group, and ensure the user activation status is set to active.

As a note, the default options for the permission group are Administrator, Regular, and Cashier. An administrator has full access to the system including the ability to add/modify users, process flows via the dashboard, configure the dashboard, access reports, and create overlays. Regulars will have access to the dashboard to process flows and access to reporting. Cashiers will only have access to the dashboard to process flows that have already been created by an administrator. Once the user is saved, the user will receive an email containing a URL, username, and temporary password. Once they login for the first time they will be prompted to set up their account by creating a unique password and security questions.

HOW CAN I VIEW/MODIFY A USER?

Once you have logged into the PDCflow system, select on ACCOUNT > USERS. Click on the Pencil icon next to the user you wish to view or modify.

Once you click on the Pencil icon, you will be able to view and modify the User’s Name, Timezone, Department, Permission Group and Activation Status. You can also reset the user’s password.

Related Article(s):

How to set up Security Groups

How to set up a Department

How do I make Department assignments?

Getting Started - Send a FLOW

Still Need Help? 

Please reach out to our Customer Success team via email at: support@pdcflow.com for further assistance.