Account Management

Navigate to Account Management

Select a tab

• Internal: Roles for organizational employees and internal users.
• External: Roles for contractors, clients, vendors, and other external users.

Select Create Account

Fill in the required information

Select Create to complete or Cancel to exit without saving changes. 

Select the Edit icon

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select the ellipsis icon

Select Deactivate

Confirm action

Select Deactivate to complete or Cancel to exit without saving changes. 

Select the ellipsis icon

Select Resend Activation Link

Confirm action

Select Resend to complete or Cancel to exit without saving changes.