Add Person
Figure 92 Add Person >> New
Clicking New allows the Admin to create a new name record. They can then enter, or select, all needed person details like: Billing ID, Last Name, First Name, Email, User Type, User Role, Agency site and Time zone.
A record must be marked Active for selection in the system.
Figure 93 Add Person
Once a new record is created, its Person Detail page will be displayed. Here the Admin can add details like Address, Phone, Permits, Vehicles, or enter Notes for the record. They can also reset the user's password, print their record or delete the record.
Figure 94 Person Detail
Edit – This allows the admin to edit a person’s details.
Print - This allows the admin to print a person’s details.
Figure 95 Person List >> Print
If user is not able to print any document, then make sure to allow blocked popup in the Browser.
Figure 96 Blocked Pop up
Reset Password – This allows the Admin to reset the user's password. Once selected and confirmed, the user will receive an email to reset their password.
Figure 97 Reset Password