Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Important! Make sure to click Save at the bottom of each section when you are finished making any changes.

To access a user account:

  1. From the Manage Users window, click either the User Name or the pencil icon on the line for the user account that you want to edit. 

...

  1. The Edit window for the user is now displayed.

The following table describes that sections of the Edit User section:

Option

Description

Login Information

Username

This is the name used to access the system. You cannot change this value.

Reset Password

Click to send an email to the user's email address that can be used in resetting the account password.

  • Intelligent Leads

  • Analyze

  • Forecast

For each,

  • select either On or Off.

  • select either

    • Normal User – to restrict the user to designated searches and account modifications.

    • Customer Admin – to allow the user full administrative access.

Email Address

This is the email address used to send project and company alerts and product updates to the user. Type it in both fields for confirmation.

Confirm Email

Active Status

Use to to set the account to either Active or Inactive.

Personal Information

First Name

The first and last name of the user.

Last Name

Company Name

The name and information of the company for the user. The company name cannot be changed.

Company Phone

Address

City

Country/Region

State

Anchor
viewingsubandgeo
viewingsubandgeo
Zip
Anchor
edtsubinformation
edtsubinformation

...

Editing Geographic Region

To edit geography,:

1

Click Edit for the section you want to edit.

Result: The Select menu for the section is displayed.

2

Click to expand the menu. Make your selections by using the boxes next to each section.

Note: To see a complete list of project mapping for U.S. and Canadian data, see Understanding NASD Mapping.

3

Click Save Changes.

Anchor
viewaddprodinfo
viewaddprodinfo

...