1. Help Center
  2. Setting Up Your People

Managing People

How to manage people assigned to administrators or managers

This article shows Administrators/Managers how to Manage people that are assigned to them.


  • Click on My People or All People
  • Click on Manage People or Manage Personnel


Add New Person

  • Click on the Add New Person button [1], then the Add Person pop-up screen will come up
  • Write the personal information besides the Login to display in the invitation email,
  • Click on the Update button when finished

Set User Password

  • Click on the Password button [2] for the added person
  • Click on the Set New Temporary Password button to generate a user password

Email Password

  • Click on the person's email link to send the password using your email system