Create a New User

Once you create a user, our system will send a notification by email with their account information. If desired, send an invitation by following the additional steps.

Create a User

  1. Select “[Your Name]” in your left sidebar menuYour Name
  2. Select “Administration” from the resulting drop-downAdministration
  3. Click Create New User in the upper right corner of the Users window
  4. Enter the User-to-create’s information
  5. If desired, check “Administrator” to grant them Admin accessSelect Admin
  6. If desired, check “Send Invitation” which sends user an email Send Invitation
  7. Click Create to completeCreate Multiple Users

 

A password activation link will be emailed to the created user.

 

Note: For creating multiple users, see the section: Create New Users

 

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Edit a User

  1. Click Actions under the desired UserAdmin Actions
  2. Select Edit from the resulting drop-downAdmin Actions Edit
  3. Click Update to save edits

 

Note: If you would like to change the users log in username, please email team@firstrain.com with the details and the change will be applied.

 

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Reset a User Password

  1. Click Actions under the desired UserAdmin Actions
  2. Select Reset Password from the resulting drop-down listAdmin - Password Reset

A password activation link will be emailed to the user.

 

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Manage a User Profile

When Managing a User Profile, you will see a yellow bar at the top of your window establishing the fact. You can easily verify you are in the correct account by the user name displayed in the left sidebar – your name should be replaced with the name of the user you are logged in under. 

 

User Management

 

When you are logged into another user’s account, you can set up new channels, edit existing channels, and set up emails for their account.

 

How to Manage a User Profile

  1. Click on Manage in app under the desired UserAdmin - Manage in App
  2. Make desired changes to channels, panels, etc.
  3. Select “End Manage User” when doneEnd Manage User

 

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Deactivate a User

  1. Click on Actions under the desired UserAdmin Actions
  2. Select Deactivate from the drop-down listAdmin Deactivate

The user will lose access to FirstRain and will stop receiving daily emails.

 

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Re-activate a User

  1. Click on Actions under the user’s name you wish to editAdmin Actions
  2. Select Activate from the drop-down listAdmin Activate

The user account will be re-activated and start receiving daily emails again.

 

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