Adding and Managing Users
Give everyone who needs Overview their own login. Administrators add and manage users on Admin > User.
1 Open Admin > User | 2 Add Click + and fill in. | 3 Role Pick what they can do. | 4 Share Send them their login. |
Before You Begin
- An Overview login with the Administrator role. Only Administrators can add or edit users.
- The person's name and email address. Alerts are sent to this address.
The User List
From the left-hand menu, select Admin, then User. Each row shows the User Name, Full Name, Role, whether the login is Disabled, Email, Phone Number, Last Login and a Comment.
TIP Check Last Login now and then. A login nobody has used in months may belong to someone who's left, and should be disabled. |
Add a User
1Click Add
On Admin > User, click the + button next to the page title. The Add User window opens.
2Fill in their details
| Field | What to Enter |
|---|---|
| Username | What they'll type to sign in, such as jsmith. |
| Full Name | Their first and last name. |
| Their work email. Needed for alerts. | |
| Phone Number | Optional. |
| Password | A starting password. Ask them to change it after their first sign-in. |
| Role | User, SuperUser or Administrator. See User Roles and Permissions. |
| Comment | Optional, such as their branch or job title. |
| Disabled | Leave unchecked. |
3Save
Click Save. The user appears in the list.
4Send them their login
Give them the portal address (overview.logikos.com), their user name and starting password, and a link to Logging In to the Overview Portal. Send the password separately from the user name.
Change a User
Click the user's row, then the pencil (Edit). You can change their name, email, phone, role or comment. Click Save.
- Reset a password: type a new one in Password and click Save.
- Change a role: pick a new Role and click Save. The change applies the next time they sign in.
Remove a User
| Option | When to Use It |
|---|---|
| Disable (recommended) | Someone leaves or no longer needs access. Edit the user, check Disabled and click Save. They can't sign in, and you can turn it back on later. |
| Delete | A login was created by mistake. Select the row and click the trash can. This can't be undone. |
IMPORTANT Disable logins as soon as someone leaves your company. Remove any alerts sent to them on Admin > Alert too. |
Troubleshooting
| Issue | What to Try |
|---|---|
| I don't see Admin > User | Only Administrators can manage users. Ask your company's Overview administrator. |
| The new user can't sign in | Check the user name and password, and that Disabled is unchecked. |
| They don't get alerts | Check their Email, then their alerts on Admin > Alert. |
Quick Reference
| Do | Remember |
|---|---|
| Admin > User, click + | Only Administrators manage users |
| Fill in user name, name, email, password, role | Email is needed for alerts |
| Disable people who leave | Delete can't be undone |
Related articles: User Roles and Permissions · Logging In to the Overview Portal · Setting Up Alerts
NEED HELP? Overview Customer Support Email: overviewcustomerservice@logikos.com Please include the user name (never the password) with any support request. |