Managing Users
Add a New User
- Login to PT-X with an account who is an administrator
- Navigate to the Settings Menu
- Click on Users
- Click New User
- You must enter at a minimum a First Name, Last Name and Email Address
- Optionally you can enter their Job Title, Office Phone and Mobile Phone
- You can select the Role from the Drop down menu
- * For MFA customers you can select the method of token generation from the Two-Step verification token option
- You can tick the administrator option if you wish this user to have access to the Settings Menu
- Click Save User
- This will email the user a link to activate their account by setting their own password and password recovery security questions.
Delete an Existing User
- Login to PT-X with an account who is an administrator
- Navigate to the Settings Menu
- Click on Users
- Click View next to the User you wish to Delete
- Click Delete User
- The User will still appear in the Users screen, but the status of that user will have changed to Deleted
Edit and Existing User
- Login to PT-X with an account who is an administrator
- Navigate to the Settings Menu
- Click on Users
- Click View next to the User you wish to edit
- You are then able to change any of the fields present.
- You are also able to click on the Notifications.
You may then tick and untick the notifications you wish this user to receive from PT-X
- If you make any changes click Save Changes
Resetting a User’s Password
- Login to PT-X with an account who is an administrator
- Navigate to the Settings Menu
- Click on Users
- Click View next to the User you wish to reset
- Click Reset Password
- Click Yes
- This will send an email to the user where they will need to click on the link to set a new password and password recovery security questions.