Create users

User Management in Two Accounts Web

This document outlines the two user types, default access, and how to manage users effectively.

User Types

There are two types of users in Two Accounts Web:

• Administrator: Has full access to all settings and data.

• Restricted User: Has limited access based on specific permissions assigned by an Administrator.

The Built-in Administrator Account

• Default Credentials: The default user name is Administrator.

  • For the first login, leave the password field blank.

• First Steps: After logging in, it is highly recommended to change the password immediately. You can do this by clicking on the user name in the navigation bar.

• Permanent Account: The built-in Administrator user is a system account that cannot be deleted or renamed.

• Password Recovery:

  • If you forget your password, contact another Administrator to reset it.

  • If you forget the password for the built-in Administrator account, use the "Forget Password" feature on the login screen to reset it.

• Security Best Practice: Change your password on a regular basis and keep it in a safe location.

Creating New Users

To create a user, you must be logged in as an Administrator.

1. Navigate to Users > New User.

2. Fill in the following details:

   • Name

   • User name

   • Password

   • Role: Select either Administrator or Restricted from the dropdown menu.

Important Notes on Creation:

• Duplicate User Names: If you enter a user name that already exists, the field will turn red. This is a visual warning to notify you to change it. The system will not prevent you from creating a duplicate, so you must correct it manually.

• For Restricted Users: After selecting the Restricted role, you must also select the specific businesses they should have access to. Multiple businesses can be selected.

• Please note that creating new users is not allowed on sample/test drive/demo https://samplecompany.twoaccountsweb.com/ website.

Managing Existing Users

To modify or delete a user:

1. Go to the Users page.

2. Click on the name of the user you wish to manage.

3. On their profile page, you can:

   • Modify/Update: Change their details and save the updates.

   • Delete: Permanently remove the user.

Administrator Features: Impersonation

Administrator users have the ability to impersonate a restricted user.

• On a restricted user's profile, click the "Impersonate User" button.

• This action bypasses the restricted user's normal login process and allows the Administrator to see and do exactly what that specific restricted user can. This is useful for troubleshooting, auditing permissions, or assisting the user.