Overview

Multiple users can share the same account.

Each user is assigned to an Access Group. The Access Group determines which folders a user can access and/or update.

Manage Users

Main Article: Manage Users

The Managers Users Functions allows you to add, delete and update user accounts.

The Manage Users function is located in the Administration Tools menu.

Access Groups

Main Article: Access Groups

Access Groups control which folders a specific user can access. Assign users to access groups using the Manage Users tool.

The Access Groups function is located in the Administration Tools menu.

Password Management

The change password tool is located in the Administration Tools menu.

Also, the user can click on the 'Forgot password or user name' link (in the OrgChart login page) to reset their password. The user will be emailed credentials.

For a higher level of password security if required, you can modify the Password Rules as needed.


Reviewed 07/30/2017