Manage User Accounts
You can create user accounts for any existing contacts within PIM. After you create a licensed user account for a contact, you assign system roles to the user to grant them with access to selected features.
- Related Topics:
- Create a User
You assign a license to a contact to create a user account for the contact. A user account is required to access PIM. - Create a Test User
You can create a single test user account for your organization using an available PIM license. You can use this account to test any role-based security within the application. - Assign a Role to a User
You assign a role to a user to grant the user with access rights associated with the role. - Assign Roles to Multiple Users
To save time, you can assign roles to multiple users in one operation through the Admin Console. - Edit a User
You edit a user account to modify a user's email address, update their licenses, and manage their user roles. - Remove a Role from a User
You remove a role from a user to revoke the user's access rights associated with the role. - Reset a User's Password
You can reset the password for a partner user account. When you reset a user's password, the user receives an email with a temporary password. - Unlock a User
You can unlock a partner's user account if they have locked themselves out if they submit too many incorrect password entries. After you unlock a user account, the user can attempt to log in to the system again, or reset their password. - Manage Expired Teamwork Invites
Identify expired Teamwork invites and then follow up with the contact that invited them. - Delete a User
You delete a user to remove a contact's license and revoke their access to PIM. When you delete a user, it does not delete the user's contact record.
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