Approving/Editing Users

Please use the tutorial below to learn how to approve new or edited existing users. If you created the new user or made the changes to an existing user, you will not be able to approve. Online Admin changes to users require a second approval. This means another administrator will need to approve users or changes to existing users. For information on how to create a new user, please refer to this article: Adding a New User

Step 1

Begin by selecting Tools from the left-hand menu, and then Manage Account:

Step 2

Under the Manage Users tab, you will see the ability to edit existing users. Scroll down to find the user you would like to edit and select Edit. If you do not see the Edit button, it's likely because you created the user or made changes to the user which will need a secondary approval under the Approve Changes tab before it can be edited. 

Step 3

After selecting the edit button, the user profile will open up to allow you to make any desired changes to the Contact information, Limit Values, Web Permissions, or Email Settings. Once you've made the desired changes, select Save Contact. If there are any errors with the information you are attempting to save, you will see an error message pop up where the Save Contact button is. 

Step 4

After you've created a user or made any edits to a user, you can then see the user profile awaiting approval under the Approve Changes tab. Whenever a user is created, or edits are made to a user profile, a secondary approval is needed. If you were the one who created or made edits to the user, you will not have the ability to approve. Another user with admin permission will be able to see the Review button as displayed below.

Step 5

Once the Review button is selected, you will be able to see the changes or updates made to the user profile in Change Summary, and Approve or Reject those changes.

Step 6

Once the user has been approved, or changes to the user have been rejected, the user will leave the Approve Changes tab and can be found once again in the Manage Users tab. Any new users or edits to users will not be reflected under the new user's account until approvals are made and the user can be seen under the Manage Users tab. Therefor, if you create a new user, they will need to be approved before that user can complete their account set up. Once the new user is editable under the Manage Users tab, the account is ready to be accessed by the user. 

Step 7

If you would like to delete a user, be sure that any needed approvals are made. Then, from the Manage Users tab you can select Edit on the desired user, scroll down to the bottom of the user profile, and select Delete Contact. You will be asked to confirm that you want to delete the user by selecting Delete Contact once more. 

If you experience any issues with this process, please contact mysupport@gpsfx.com for assistance.