Managing User Accounts

Vendor Managers can add accounts for the survey collectors.

From the Home screen:

1. Click the Manage Accounts tab.

2. CSS users are displayed

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To Add a New Account

1. Click Add a New Account.

2. New User form is displayed.
   
   

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3. Enter a Title (optional).

4. Enter a First Name.

5. Enter a Last Name.

6. Enter a Middle Name (optional).

7. Enter a Phone number (optional).

8. Enter an Email Account.

9. Profile option will be pre-selected.  No other options are available.

10. Select a Training Date.

11. Select a Group.

12. Check Speak Spanish option if the CSS User speaks Spanish.

13. Enter a Password.

14. Re-Type Password.

15. Click Save.

You will need to send the newly-created user his/her credentials.  After successfully logging in for the first time, the system will prompt the user to change his/her password.

 To Edit an Account:

1. Click Edit next to the desired account.

2. Edit the desired field(s).

3. Click Save.

You will need to notify the user of any changes made to his/her account.