User List

The Manage Users page in the Admin Platform opens to a list of all your users. Select a user to open their user profile.

The following information displays for each user in the list:

• User Type – Admins, Staff, or Customers/Members. At a glance, icons tell you the user type, as well as whether they have confirmed their email or if they are an archived (locked) user. 
• Login – The username. For users who have started the enrollment process but have not successfully created their login credentials, their Login displays “Temporary username” with an informational tooltip. The temporary username is created once the user completes the “Tell us more about you” page.
  To continue enrollment, users can go to the link in the continuation email you send them (go to Resend Enrollment Code for instructions). Users can also continue enrollment by resetting their password, or re-entering their information in the "Tell Us More About You" page (upon doing so, they will receive an email with a link to continue). Go to Consumer Enrollment or Business Enrollment for more information.
• Name – The user’s first and last name
• Last Login – A timestamp for when the user last logged into their account
• Enrolled – A timestamp for when the user enrolled into Digital Banking

Search for a User

Search for a user by entering the user's first or last name, username, or email address (either personal or organizational) in the Search box, then select Search. To clear the search, delete the text you entered and select Search again.

Add a New User

Note: You can only add a new business user if they have an organizational profile on the core.

To add a new user:

1. From the user list page, select Add a New User.
2. Select Staff user type to add a staff user, including Admins. Select Customer user type to add a new customer/member. 
3. For staff users, select whether the user should be Admin or Non-admin. Enter the staff user's name, email address, and phone number.
   Note: The phone number entered must be able to receive SMS messages as it will be automatically set as the staff user's two-factor authentication device.
   For non-admins, you'll also select a Role. For more information on roles, go to Manage Roles.
   
   
4. Select Add user. New users receive an email notification with information on activating their account.

Send a Message to Users

Select the checkbox next to one or more users to quickly send them a secure message. Select the top checkbox to select all users. Once selected, the Send a secure message button appears, which you can use to open the New Secure Message dialog.

You can also send a message to all users resulting from a search. Enter a keyword in the search box and select Search. From the resulting list of users, select the checkbox next to a user and the Select all xx users that match this search button appears. Select it, then select Send a secure message.

Go to Secure Messages for more information on messaging with users.