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Once the user has accepted the invite, the administrator can further configure their access and assign them specific roles as needed. 

To administer or create a user select Service Desk > Manage Customer > Manage Users.

  1. To Create a new user, click on the ‘Invite User’ button and then fill in the required details.
    1. An Invitation will be sent to the users email address.
    2. Upon receipt of the invitation the user will need to click on a link and fill in the required details.
  • The Username must be the users email address.
  • To edit accounts you must have Administrator permissions. Refer Managing Users


Account Settings


Policies around password settings, and session timeouts can be configured at a customer level, and applied to all users for by default. 

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These account settings can be over-ridden on a per-user basis by an administrator by editing the specific user.

Managing users


Under Administration Under Administration → Manage Users, or Service or Service Desk → Manage Customer → Manage Users,

it is possible to: 

  • Reset user password
  • Change user password
  • Update user account details
  • Over-ride customer account policy settings
  • Update user details
  • Update permissions
  • Suspend/Unsuspend user accounts
  • Delete user accounts


  1. To Edit an existing user, click on the Full Name or select View
    1. User details are presented
    2. Select the Edit button and amend fields. Then select Save.
  2. To Delete an existing user, click on the …More menu next to the user name and select Delete from the menu options:
    1. A Confirm Delete popup is presented
    2. Type the word ‘delete’ to confirm and select OK.
  3. To Reset a Password for an existing user, click on the … More menu and select Reset User Password from the menu options:
    1. A Confirm Reset Password popup is presented
    2. An email will be sent to the user with instructions to reset their password once the OK button has been selected.


  • To edit accounts you must have Administrator permissions. A normal user can view account details and edit some details of their own account.
  • Use Edit to Suspend an account. Change the account status to Active to unsuspend.

Account suspension

Accounts may be suspended due to:

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