This page can only be accessed by Admins and Developers.
The Accounts page is used to manage the accounts that have access to the different functionalities of the Viewer. It also allows you to create and update accounts.
There are 4 types of accounts in the Viewer:
User: Users are the main accounts in the Viewer. They can access the viewer and rate candidates.
Team Leader**: Team Leaders can access the viewer and rate candidates. They also have access to some basic management tools (such as resetting passwords). They are displayed as “Team Leader” in the viewer.
Admin: Admins can access the viewer and rate candidates. They also have access to all administration tools (e.g. reset passwords, add/remove users, update institution access). They are displayed as “Team Leaders” in the Viewer.
Developer: The access level of the Developer account is the same as the Admin account. However the Developer account is used only by the Dev Team and provides additional access to development tools and in-development functionality. This access can only be signed by the Dev Team. There is also a subtype of the Developer account (Developer-only), which is the same as the Developer account, but is not shown as “Team Leader” in the Viewer.
To add an account
Click the “Add Account(s)” button at the top of the page;
Enter the number of accounts you wish to add in the “Number of users to add” field. Select either “An existing institution” or “New institution” in the checkbox below. If you select New Institution, you must enter the name of the new institution in the field next to it;
Click the Continue button;
Enter the “Name”, “Email” and select the “Institution” and “Account Type” for each account you want to add;
Click the Submit button;
After confirming the information on the next page, click the “Confirm” button.
The new institution is automatically added to the Viewer when the first user from that institution is added to the Viewer.
To update an account
Not all information in an account can be updated. You can update the following information:
Email: The email address for the account;
Institution: The institution of the account;
Account Type: The account type;
Password: The password of the account.
To update an account, click the “Delete” button under the account you want to update.
If the user has not started any ratings, you can delete the account and add it again with updated information. In this case, you will be able to update all of the account’s information.
If the user has started ratings, you can only update the information listed above. In this case, you can follow the link and instructions on the “Delete” page to update the account information.
To change an account’s account type, click the “Access” button under the account you want to update. Then select the new account type.
To delete an account
To delete an account, click the “Delete” button under the account you wish to delete. However, only users who have not started any ratings can be deleted. If the user has started ratings, please follow the instructions on the page to update the account information.
For those accounts that cannot be deleted, disable the account by clicking the “Disable” button below the account. This will hide the user from the login page and prevent the user from logging into the viewer.
To reset an account’s password
The password cannot be updated from this admin tool. However, you can reset the password for users who have lost their password. To reset an account’s password, click on the name of the user and check the “Reset password” section at the bottom of the page.
If the user still has access to their account, they can update their password through the “Change password” section on their profile page (Your Name in the top right corner > My Profile > Change password).