Setting up Users
The Users page lists portal users. Account Administrators can view this page and give access, assign roles and permissions, and manage the accounts of portal users. Note that hosts and other employees do not need a portal account unless they are going to manage the system configuration or view reports.
To set up users:
1.
Click
, then
Users
.
2. Click New User .
3. Enter the user's name and email address.
4. Select the user's Security role, which determines what portal functions they can access.
5. Select the user's Site(s).
6. To email the user instructions on how to set up their password, select Send invitation email for the user to set their password
7. Click Save.
2. Click New User .
3. Enter the user's name and email address.
4. Select the user's Security role, which determines what portal functions they can access.
5. Select the user's Site(s).
6. To email the user instructions on how to set up their password, select Send invitation email for the user to set their password
7. Click Save.
Hosts can create restricted accounts, which will allow users to only view their own visitor logs. To do this, users visit portal.goilobby.com, enter the email address associated with their name in the Address Book, and click Help me Login!.
If a user makes five unsuccessful login attempts, their account is locked for 24 hours, preventing them access to the portal.
If this occurs, the red label "Locked" is shown to the right of the user’s name on the Users page.
Users can unlock their own accounts by following these instructions:
- Click Help me log in.
- Enter their email address.
- Check their Inbox and click the link in the email they receive. This takes them to a page where they set a new password.
Note: Users should be warned to check their spam folder if they do not receive the email.
Users may also contact the account admin, who
can unlock the account as follows:
- Navigate to the user’s profile in the portal. The profile indicates “This account is locked until date/time”.
- Click Unlock. The user then has one attempt to enter the correct password to log in to their account.
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