Account Information: User Management

The User Management section is where you can change your password and update your account information.

This section also contains certain options that are only available to users granted administrator privileges such as adding, modifying and deleting company users' accounts.

Change your password:

1. On the top menu click Account Info.

2. Select the check box immediately beside the user's name that you need to edit.

3. Click Edit User. The Edit User window displays.

4. In the Password field enter your new password.

5. In the Confirm Password field renter your new password.

6. Click Update to save your new password. Otherwise, click Cancel to disregard any modifications made.

   NOTE:  The password must be at least 8 characters long and must contain at least one digit, punctuation or symbol. No spaces are allowed.

Add a new user (Administrators only):

1. On the top menu click Account Info.

2. To add a new user, click New User. The New User window displays.

   NOTE:  If the New User button is disabled, please contact your Claritas account team.

3. Provide all the following required fields:

   • Username - The username must be comprised of at least 6 alphanumeric characters following the recommended convention:

     • Use the first character of the first name plus the last name.

     • Example: If the user's name is John Davie, the user name should read as jdavie.

     • If however, the user's initial and last name is short of six (6) characters, you may add numbers at the end.

     • Example: User Name is Helen Yu, the user name should read as hyu123.

     • Spaces and/or special characters are not permitted.

     • If the user name provided is already being used, a message will be displayed prompting you to select a new user name.

   • Password/Confirm Password

     • Passwords must be at least 8 characters and include at least 1 digit, 1 punctuation or one symbol. No spaces are allowed .

   • First Name and Last Name

   • E-mail Address

   • Job Title or Position within your company

   • Phone Number

   • If you want the new user to be an administrator, click Administrator check box.

Edit other user's information (Administrators Only):

1. On the top menu click Account Info.

2. Place a check immediately beside the user's name that you need to edit.

3. Click Edit User. The Edit User window displays.

4. Update as necessary.

5. Click Update to save the user's information. Otherwise, click Cancel.

Delete a user (Administrators Only):

1. On the menu found at the top of the page click Account Info.

2. Place a check immediately beside the user's name that you need to delete.

3. Click Delete User(s) to remove the selected.