eSUB Academy

Follow

eSUB Users

This video reviews how to add new users and edit existing users in your eSUB account. It will all go into detail on how to block users from different parts of the product. For information on user level access, click here.

eSUB Administrators would need to add new users to the account. New users can be created by going to Navigate>Administration>Add User

 

 

User Log

Search For

User Status

Status of the Users to display (select "All" if you wish to include all statuses).  The default setting is to display only Active Users

 

User Name or Email

Searches text from the User Name or Email column

Action

Displays Action Icons that allow you to manage existing

    Edit information and projects they have access to

    Limit User Data Access.

User Name

Select to sort by

Email

Select to sort by

User Level

Displays the User Level of access they have the system.  Select to sort by.

Login Count

Number of times the User has logged in.

Last Login

Last date the User last logged in

Status

Active items show on projects, Inactive items do not show on projects.

Add User

To see how to add an additional user to your account, see Add User.

Edit User

  1. Select Edit (pencil) icon
  2. Update information, see Add User for description of each field.
    • Send email as Person:  By default, all emails sent from eSUB have your company name in the from section.  Selecting this option sends emails, for this user, from the first and last name.

Default (from company)                                      As Person (from User)

                     

  • eSUB Administrator:  Select 1 user in charge of your software.  Will be in charge of making decisions such as adding users, changing company wide settings, etc.

  1. Save Data

Status

Inactivate User

Inactivating User will restrict their ability to login

      1. Select Active next to User

Active User

Activate when a previously Inactive Employee can have access again

      1. User Status "Inactive" > Search For...
      2. Select Inactive next

User Data Access

See information on User Data Access.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments