Manage Users

The Manage Users page allows a user with the Administrator access role to add, delete, and update information for eBillingHub users. By default the primary billing contact entered during the eBillingHub Configuration Session has the Administrator access role.

For more information, see the following:

• Create New User Accounts
• Delete Users
• Change User Information
• User Access Roles

To access the Manage Users page:

1. From the Main Menu, go to Configuration.
2. Click Configure eBillingHub.
3. Click the Configure Profile tab.
4. Click the Manage Users link. The Manage Users window displays.

Create New User Accounts

A user with the Administrator access role can create an unlimited number of user accounts and assign a user access role to that user. For more information, see User Access Roles.

To add a new eBillingHub user:

1. On the Manage Users page, click New User.
2. Type the name, email address and phone number for the user.
3. Select an email preference from the Emails drop-down list.
4. In the User Access Role section, select the boxes for one or more User Access Roles.
5. Click Save New User when finished. eBillingHub will send an email to the user at the email address you entered that includes the user's password. The subject of this email is Your eBillingHub account has been created, and the sender is support@igdsystems.com. Below is an example of the email.

FROM: support@igdsystems.com

TO: [User's Email Address]

SUBJECT: Your eBillingHub account has been created

BODY: [User Name],

Welcome to eBillingHub. Please use the following url to access your account:

https://legal.ebillinghub.com

Username: [User's email address]

Password: [Case Sensitive password]

We encourage you to change your password as soon as possible.

Regards,

The eBillingHub(TM) support team.

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Questions? Send us an email at support@igdsystems.com or call

us at 1-888-252-2607.

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Delete Users

Users who have left the firm should be deleted upon their departure. To delete an existing user on the Manage Users screen, click in the Action column next to the user you want to delete. You will be asked to confirm the deletion. Click OK to delete the user. The screen will immediately refresh with the updated list of users.

Contact support if you need to restore a deleted user.

Change User Information

The Manage Users page allows an Administrator to update any information for a user, except a user's password and theme. To edit user information on the Manage Users screen, click in the Action column next to the user you want to edit. Contact support if you need to restore a deleted user.

Update the user information as desired, and click Save User when complete to save changes. From the Emails drop-down list, select the user's email preferences. Select one or more user access roles.

User Access Roles

Administrators assign eBillingHub users User Access Roles that determine what eBillingHub pages a user can access. User Access Roles are assigned by selecting the boxes for the desired roles at the bottom of the Manage User page. This can be done when adding a new user or editing an existing user.