User Management

Managing user accounts is restricted to admin-level users. Only Admins will have the Admin Center available in the sidebar.

The Admin Center’s User Management section is where you can add, edit, and remove user access to the system as well as force a reset of a users password or account security questions/answers.


Add / Edit a User

To add a user account, start by clicking the button located at the bottom of the User Management form as shown below.

AddUser.png

To edit a user’s account, click the Edit button within the Actions column.

EditUser.png

Adding or editing a user account will allow you to customize the users overall system access rights along with granting them privileges to specific data layers and features.

To review all of the settings associated with setting up a user account, see User Account Settings.


Password / Account Reset

Occasionally, a user may forget their password. In such cases, you can send them a password or account reset. First, find their account in User Management then click the button circled below (within the Actions column).

Password Reset – Sends an email with a link to TreeKeeper. The user will have to answer their security questions before creating a new password.

Account Reset – Best to use if the user has not yet set up their account or forgot their security questions. Sends an email with a temporary password. Upon logging in with their username (case sensitive) and the temporary password, they’ll be required to set new security questions before creating a new password.


Delete / Reactivate User

In order to revoke access to TreeKeeper, use the 'X' button within the Actions column. Upon deleting a user, they will not be able to log in, and thus cannot view the data, make edits, or download data. With that said, the account is not deleted but rather is deactivated. The data associated to that account will be preserved. That way you can still see the sites last changed by that user, work records created by that user, etc.

If you need to need to reactivate someone’s account, check the ‘Show Inactive Users?’ box In the top-right corner of the User Management form. This will include deactivated accounts in the list, allowing you to find the user you want to reactivate and click ‘Reactivate User’ within the Actions column.