Creating a role
Add a role
Manage existing users
From the Users tab, choose the user you would like to manage. As a business admin, you are responsible for troubleshooting any issues your entitled users may have. Below you will learn how to edit the following areas for each user. For additional assistance the business admin must contact OCCU; the entitled user should not.
Edit contact info, name or role
Use the pencil icon next to the appropriate section. Please note to modify a user’s permissions within a role, you must go through the Roles tab.
Reset a user’s password
- Use the pencil icon next to password.
- Choose the method for sending a new password.
- Provide a reason for resetting the password.
- Use the Submit button to continue.
Delete a user
Use the Delete User button at the bottom of the page.