Learn how to manage user access in the Convey application.
To access the user administration screens, you must be a assigned the System Administrator role. If you don't have proper access, speak with your system administrator.
The administration section of the web application can be found in the navigation on the very left of the screen. Hover your mouse over the gear icon to get menu options for administrative functions.
Administration Menu
Click the Users option to bring up the user administration screen. There you will see a list of users and a button in the upper right corner to Add User.
User List
List of users
From this screen, you can perform several tasks. You can add, edit, or deactivate a user. Because of reporting, user records are never fully deleted. You can use the table to sort and page.
Sort by any column
Add User
Add a new user to the system.
Edit User
Change user information and security settings.
