Understand the following process to change Client Login Information and other information for a Client Login

You can:

• Change a Login's information
• Delete the Login entirely
• View Historical Data for the Login

1. Navigate to User Interface (Search "find user interface" for more detail)
2. Click on User Name
3. See below for more information on each User Tab
4. Points of Interest
   • If you change the email, you automatically change the Login Name. Just save and refresh to confirm
   • No one has access to previous passwords to view, account admins can only create new ones or generate a one-time use
   • Deleting a Client Login is permanent, you will have to entirely re-add the Login if you delete

USER INFO INTERFACE

1. Last Login Time -> Last login time of this Client Login 
2. Username -> Unchangeable, Changes with the email
3. First Name -> First name of the person associated with this Login
4. Last Name -> Last name of the person associated with this Login
5. Email -> Modify the Email associated with this Login. also changes username
6. Email Confirmed (If applicable) -> When Login was created, the Email Confirmation box was checked. this shows they have confirmed
7. Account Roles -> Modify which Roles this User has
8. Save -> Save Updates to the User Info
9. Close -> Close this User without saving

USER SECURITY INTERFACE

1. Reset Password Option A -> Input a Password and set it
2. Reset Password Option B -> Generate a random temporary password and send Reset Password Link
3. User Status -> Enable or Disable this Client Login from being able to log in
4. Set Owner (If Applicable) -> If you are an owner, you can create another owner, Not applicable for other admin accounts
5. Close -> Close this user without saving

USER DELETE INTERFACE

1. Delete -> Permanently delete this user
2. Close -> Close this user without saving

USER LOGS INTERFACE

1. Show Logs by Count -> Shows a certain number of logs in reverse on the specific day chosen 
2. Show Logs by Time ->  Shows All the Logs in the Last Number of hours for this Login, Current maximum 24 hours 
3. Show Logs by Period -> Shows all the logs between a Start Date  and an End Date
4. Timezone -> Choose for reporting if it uses Local Computer time or UTC Standard Time
5. Log Settings -> Particular Settings for each Log option
   1. Count -> Choose how many Logs
   2. Count -> Choose What Day you want to see ( maximum 1 year in history)
   3. Time -> Choose How many hours and minutes previous you want to see total ( maximum 24 hours)
   4. Period -> Choose Starting Day (maximum 1 year earlier start date)
   5. Period -> Choose Ending Day(maximum 30 days total)
6. Reset Filters -> Logs can be filtered by Message, Operation, User, Customer, IP, and Location. This resets entered filters.
7. Columns ->Choose Columns to be Seen in the logs
   1. Date and Time -> See Below
   2. Message -> See Below
   3. Operation -> See Below
   4. User -> See Below
   5. Customer -> See Below
   6. Customer ID -> See Below
   7. IP -> See Below
   8. Location (By IP) -> See Below
   9. User Agent -> More in-depth information on the device used 
8. Reset Settings -> Resets Column Settings to Default
9. Refresh -> Refresh the Log to see any changes
10. Date and Time -> The date and time the changes were logged
11. Message -> Descriptive Event Message, This is a sentence explaining what happened in this log.
12. Operation -> The name of the Operation 
13. User Changes -> The User who changed the account
14. Customer -> The Customer Account
15. IP -> Logged IP of User who created the Log addition
16. Location (by IP) -> Estimated location of above IP ( if possible)