coreFORCE - Getting Started: User Maintenance
In coreFORCE, users are anyone who has signed up and created an account to log in and save their data. Contacts, on the other hand, don't need a user account. They include data from Guest Checkout and anyone signed up for the Newsletter.
Click on Setup > Users
Click on Filters
Filter the List
coreFORCE offers the ability to filter your users list to show only Administrator users
Click on SAVE
## # Adding a new User
Click on ADD
User ID
User ID and Contact ID are fields that get automatically generated, these will vary per user!
Details Overview
User Name
User Name will be how your user signs in to coreFORCE
Password
Upon first creation any password set will be reset by the user upon their first login
First Name
Last Name
Business Name
Business name is an optional field that can be used to identify users that may be either out of a third party contracting service or any other business
Email
This email will be how your employee utilizes features such as forgot password and the default email utilized for contact
Date Created
Date created is a simple field that does just that, it displays when the record was created
Administrator Flag
Administrator Flag is an optional flag to give the user Admin rights to your website, one of the beauties of coreFORCE is this does _NOT_ mean that they will have unrestricted access to your information if you do not wish them to
Last Login
Last Login displays the last login date for the user
From
From will display the last IP Address a user was logged in from
Last Password Change
Last Password Change will display the last time the user had their password updated, either by an admin or themselves. Great for making sure your users are staying secure and following any password rules set in your company!
Force password change on next login
This toggle will force the user to generate a new password upon their next login
Locked
Marking a user as locked will restrict any functionality for a user's account the next time they attempt to login
Inactive
Inactive will remove any notion of that user's login information at sign in. A simple "User not found" error will display versus a user locked error.
Contact
Contact
Contact will be all of the user's contact information
Click on Access
Access Controls
If a user is flagged as an administrator you have the power to restrict exactly what modules those users can access once they're logged in. This is a great way to keep your information secure and making sure employee's have access to every section they need
Click on Setup > Users
Click on Filters
Filter the List
coreFORCE offers the ability to filter your users list to show only Administrator users
Click on SAVE
## # Adding a new User
Click on ADD
User ID
User ID and Contact ID are fields that get automatically generated, these will vary per user!
Details Overview
User Name
User Name will be how your user signs in to coreFORCE
Password
Upon first creation any password set will be reset by the user upon their first login
First Name
Last Name
Business Name
Business name is an optional field that can be used to identify users that may be either out of a third party contracting service or any other business
This email will be how your employee utilizes features such as forgot password and the default email utilized for contact
Date Created
Date created is a simple field that does just that, it displays when the record was created
Administrator Flag
Administrator Flag is an optional flag to give the user Admin rights to your website, one of the beauties of coreFORCE is this does _NOT_ mean that they will have unrestricted access to your information if you do not wish them to
Last Login
Last Login displays the last login date for the user
From
From will display the last IP Address a user was logged in from
Last Password Change
Last Password Change will display the last time the user had their password updated, either by an admin or themselves. Great for making sure your users are staying secure and following any password rules set in your company!
Force password change on next login
This toggle will force the user to generate a new password upon their next login
Locked
Marking a user as locked will restrict any functionality for a user's account the next time they attempt to login
Inactive
Inactive will remove any notion of that user's login information at sign in. A simple "User not found" error will display versus a user locked error.
Contact
Contact
Contact will be all of the user's contact information
Click on Access
Access Controls
If a user is flagged as an administrator you have the power to restrict exactly what modules those users can access once they're logged in. This is a great way to keep your information secure and making sure employee's have access to every section they need
Updated on: 06/25/2024
Thank you!