# Manage Users

# How To Reset a Users Password

## From System Administration

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to get there?

Click on System Administration (1). Then with your cursor hover over System Administration (2) then Users (3) then click on Manage Users (4).

<div data-article-id="1068651" data-workflow="false" id="bkmrk-"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="de42142c-a857-481d-875a-5ca7fb55bc17"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/335/384/original/7caca3d3-c033-420a-99fe-1538989acad5.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/335/386/original/a833000f-c914-4cbc-baf5-d0b7f3b228d5.png)</div></div><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

<div data-article-id="1068651" data-workflow="false" id="bkmrk-search-for-your-empl"><div data-article-id="1068651" data-workflow="false"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div>- Search for your employee by inserting the employee's details using the search box (1).
- Click on Search (2).

</div><div></div></div></div></div></div></div></div>[![image-1616949709005.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/KT40F5An1LvhK7Wu-image-1616949709005.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/KT40F5An1LvhK7Wu-image-1616949709005.png)

<div data-article-id="1068651" data-workflow="false" id="bkmrk-click-on-action-%283%29."><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div></div><div>- Click on Action (3). A small windows will open.
- Click on View / Edit (4). You will be navigated to a new screen.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/335/380/original/767395d7-4d51-473e-8625-fc095eaafc83.png)</div><div></div></div></div></div></div></div>Select one of the three options:

<div data-article-id="1068651" data-workflow="false" id="bkmrk-send-the-user-a-link"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div>- Send the user a link so that they can reset themself (1).

</div></div></div></div></div></div><div data-article-id="1068651" data-workflow="false" id="bkmrk-reset-user-password-"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div>- Reset user password and display it here (2). 
    - When this option is selected the new password will display on your screen.

</div></div></div></div></div></div><div data-article-id="1068651" data-workflow="false" id="bkmrk-reset-user-password%2C"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div>- Reset user password, display it here and send them a notification (3). 
    - When this option is selected the new password will be displayed on your screen and the employee will receive an email about the password reset.

</div></div></div></div></div></div><div data-article-id="1068651" data-workflow="false" id="bkmrk-once-you-have-select"><div data-article-id="1068651" data-workflow="false"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div>- Once you have selected your option you can now click on Reset User Password (4).

</div><div></div></div></div></div></div></div></div>[![image-1616949715431.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/VdRTz1YVmIzPjZDT-image-1616949715431.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/VdRTz1YVmIzPjZDT-image-1616949715431.png)

<div data-article-id="1068651" data-workflow="false" id="bkmrk--2"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9f75cb36-7a71-4b3f-85ec-b5396a9c5b46"><div data-step-uuid="dd44e0ff-197e-4e62-8926-848c0b15e293"><div></div></div></div><div data-step-uuid="c20bc6ec-3d06-46d9-8637-86a6527c623b"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>By Using The Forgot Password Link

<div data-article-id="1068651" data-workflow="false" id="bkmrk-navigate-to-the-sign"><div data-article-id="1068651" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="c20bc6ec-3d06-46d9-8637-86a6527c623b"><div>- Navigate to the Sign In screen (1).
- Click on Forgot your password button (2).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/340/395/original/1d141bb1-c9ca-4fd1-8d74-ba50c2206176.png)</div><div>- Enter your Username (3).
- Then click on Reset Password (4).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/340/393/original/75c037ac-edf7-434c-af95-425d906983b3.png)</div><div>- Enter your ID / Passport Number (5).
- Click on Reset Password (6).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/340/399/original/f77f8724-116a-45d7-8d4c-8d2c5ef180f1.png)</div><div>- You will be able to enter your New Password (7).
- Confirm your New Password (8).
- Click on Update Password (9).

</div><div></div></div></div></div></div><p class="callout info">Please Note: We recommend having characters in a combination of upper and lower case letters, numbers and special characters. For example: P@ssw0rd12#.</p>

<div data-article-id="1068651" data-workflow="false" id="bkmrk--3"><div data-role="steps-container"><div data-step-uuid="c20bc6ec-3d06-46d9-8637-86a6527c623b"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/340/397/original/d8569536-6097-4c2b-826d-c08716467675.png)</div></div></div></div>

# How To Copy Administrator Rights To Another User

## How to get there?

Click on System Administration (1), then with you cursor hover over System Administration (2) | Users (3) | Manage Users (4).

<div data-article-id="1075615" data-workflow="false" id="bkmrk-using-the-search-dia"><div data-article-id="1075615" data-workflow="false"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4fb2adeb-119d-4958-b1bc-e85d8832614c"><div></div><div>- Using the search dialogue boxes search for a user who has administrator rights and that you would like to copy (5).
- Click on the action button (6).
- A small window will open.
- Select View / Edit (7).
- Navigate to and click on Copy User Rights (8).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/380/053/original/0accbdbb-d72d-4f31-a344-37261e63331b.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/380/051/original/90310493-43e9-4032-87bf-fbc6f2c38cec.png)</div><div></div></div></div></div></div></div>[![image-1616949776088.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/kZrNWHMuPSoraKmC-image-1616949776088.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/kZrNWHMuPSoraKmC-image-1616949776088.png)

<div data-article-id="1075615" data-workflow="false" id="bkmrk--0"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4fb2adeb-119d-4958-b1bc-e85d8832614c"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/380/055/original/f5f61dce-7aa0-4723-bceb-9b22d382548e.png)</div></div><div data-step-uuid="4d53d494-2674-46a7-9a9e-73fa4b63129f"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

<div data-article-id="1075615" data-workflow="false" id="bkmrk-select-the-from-user"><div data-article-id="1075615" data-workflow="false"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4d53d494-2674-46a7-9a9e-73fa4b63129f"><div>- Select the From User (1) the user with the administration rights to be copied.
- Select To User (2) the user that will receive the administration rights.
- Then click on Copy User Rights (3).

</div><div></div></div></div></div></div></div>[![image-1616949785786.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/fGyyqSPN6li02ZyY-image-1616949785786.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/fGyyqSPN6li02ZyY-image-1616949785786.png)

<div data-article-id="1075615" data-workflow="false" id="bkmrk--2"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4d53d494-2674-46a7-9a9e-73fa4b63129f"><div></div><div></div></div></div></div></div><p class="callout info">Please note: The user receiving the rights WILL LOSE all previously assigned rights and receive ONLY the rights being copied. (4)</p>

<div data-article-id="1075615" data-workflow="false" id="bkmrk-click-on-ok-%285%29-when"><div data-article-id="1075615" data-workflow="false"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4d53d494-2674-46a7-9a9e-73fa4b63129f"><div></div><div>- Click on OK (5) when you have read the warning.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/380/061/original/7b5122e5-39e5-44f1-8efd-64398425d76d.png)</div><div>- Ensure that the Successfully Saved (6) message displays.
- The rights are now copied please verify that the user has received all the copied rights

</div><div></div></div></div></div></div></div>[![image-1616949794540.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/5wOHKhoIUL0vPmiE-image-1616949794540.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/5wOHKhoIUL0vPmiE-image-1616949794540.png)

<div data-article-id="1075615" data-workflow="false" id="bkmrk--4"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4d53d494-2674-46a7-9a9e-73fa4b63129f"><div></div></div><div data-step-uuid="31ed712e-454e-43af-9539-e212cc2868cf"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Verify that the administrator rights were copied

<div data-article-id="1075615" data-workflow="false" id="bkmrk-navigate-back-to-the"><div data-article-id="1075615" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="31ed712e-454e-43af-9539-e212cc2868cf"><div>- Navigate back to the users search menu by clicking on Users (1).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/380/065/original/a410fe85-e938-475d-8dec-c65e4836dbce.png)</div><div>- Using the search dialogue boxes search for the user who received the administrator rights (2).
- Click on Action (3).
- A small window will open.
- Click on View / Edit (4).

</div><div></div></div></div></div></div>[![image-1616949803955.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/lqhG1ByEWleyDQW9-image-1616949803955.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/lqhG1ByEWleyDQW9-image-1616949803955.png)

<div data-article-id="1075615" data-workflow="false" id="bkmrk-navigate-to-each-of-"><div data-role="steps-container"><div data-step-uuid="31ed712e-454e-43af-9539-e212cc2868cf"><div></div><div>- Navigate to each of the relevant menus to ensure that the rights were copied (5).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/380/059/original/a42e23be-68e3-44a8-978e-5c967647ca1e.png)</div></div></div></div>

# How To Assign Reporting Rights

## How to get there?

Click on System Administration (1), then with your cursor hover over System Administration (2) | Users (3) Manage Users (4). Use the search criteria (5) to locate the user in question, then click on the Action (6) button. A small window will open, then click on Assign Reporting Rights (7).

<div data-article-id="1075636" data-workflow="false" id="bkmrk-"><div data-article-id="1075636" data-workflow="false"><div data-article-id="1075636" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="69035cde-1bcf-4da4-8a42-a2844f0453ec"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/387/455/original/ff07a33d-920d-4f20-a05c-13f5acad4352.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/387/449/original/fe257b70-f1a2-4489-9665-761f965d13ea.png)</div><div></div></div></div></div></div></div>[![image-1616949970334.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/4gwSTxsqQqJiPIy6-image-1616949970334.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/4gwSTxsqQqJiPIy6-image-1616949970334.png)

<div data-article-id="1075636" data-workflow="false" id="bkmrk--1"><div data-article-id="1075636" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="69035cde-1bcf-4da4-8a42-a2844f0453ec"><div></div></div><div data-step-uuid="720687b2-0050-48fe-94ad-b8b893a65c5e"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

<div data-article-id="1075636" data-workflow="false" id="bkmrk-click-on-the-plus-bu"><div data-article-id="1075636" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="720687b2-0050-48fe-94ad-b8b893a65c5e"><div>- Click on the plus button (1) on the category were the report is located and tick the box.
- Then tick the boxes at each report that is required (2) (3) (4) (5).
- Click on Save Permissions (6).

</div><div></div></div></div></div></div><p class="callout info">Note: if the user requires access to all the reports below a category then only the tick box on that category is required.</p>

<div data-article-id="1075636" data-workflow="false" id="bkmrk--2"><div data-role="steps-container"><div data-step-uuid="720687b2-0050-48fe-94ad-b8b893a65c5e"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/387/451/original/915e3cc2-deee-437f-8e46-b9dd9beb079b.png)</div></div></div></div>

# How To Disable A User

## How to get there?

Click on System Administration (1), then with your cursor hover over System Administration (2) | User (3) | Manage Users (4).

<div data-article-id="1096217" data-workflow="false" id="bkmrk-"><div data-article-id="1096217" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="64d5d46c-d953-462b-9009-2bdbf21a2b3d"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/485/965/original/63feb8b5-8a40-4b40-9ec9-ff13399bda09.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/485/978/original/75b573e0-dc01-407a-b55f-6cb3d6346a3f.png)</div></div><div data-step-uuid="e0dad815-0b47-46ed-9886-9131d7876a16"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

<div data-article-id="1096217" data-workflow="false" id="bkmrk-use-the-search-crite"><div data-article-id="1096217" data-workflow="false"><div data-article-id="1096217" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e0dad815-0b47-46ed-9886-9131d7876a16"><div>- Use the search criteria (1) to search for a user.
- Click on Action (2) on the relevant user.
- Then click on View / Edit (3).

</div><div></div></div></div></div></div></div>[![image-1616950031954.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/01H7VrfdNsJCgzWN-image-1616950031954.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/01H7VrfdNsJCgzWN-image-1616950031954.png)

<div data-article-id="1096217" data-workflow="false" id="bkmrk-select-the-tick-box-"><div data-article-id="1096217" data-workflow="false"><div data-article-id="1096217" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e0dad815-0b47-46ed-9886-9131d7876a16"><div></div><div>- Select the tick box Disable User (4).
- Then Scroll to the bottom of the page and click on Submit (5).

</div><div></div></div></div></div></div></div>[![image-1616950037529.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/O4ID1o4avVYhtpHz-image-1616950037529.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/O4ID1o4avVYhtpHz-image-1616950037529.png)

<div data-article-id="1096217" data-workflow="false" id="bkmrk--2"><div data-article-id="1096217" data-workflow="false"><div data-article-id="1096217" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e0dad815-0b47-46ed-9886-9131d7876a16"><div></div><div></div></div></div></div></div></div>[![image-1616950044097.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/CkBg807VF5g67NfH-image-1616950044097.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/CkBg807VF5g67NfH-image-1616950044097.png)

<div data-article-id="1096217" data-workflow="false" id="bkmrk--4"><div data-article-id="1096217" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e0dad815-0b47-46ed-9886-9131d7876a16"><div></div><div></div></div></div></div></div>Note: When a user is disabled they will not be able to log in.