Login Issues

This situation needs troubleshooting before you act.  

• Is the user able to log in but not able to see certain sites? Site Access 
• Does the user need assistance in logging into the site? Password Reset 
• Does the user need a log in created? User Creation 

User Site Access

• Navigate to the account the user has access to currently. 
• Click on the User.  
• Use the drop down Folder Site View to check the additional sites the user needs access to view.
   

• Save the changes.

Password Reset

• Navigate to the account the user has access to currently. 
• Click on the User. 
• Send Password reset or you may need to Resend Activation email if they haven’t logged into their user account.  

User Creation

• Navigate to an Account the caller is requesting to be added to as a user. 
  • You can add multiple sites while adding the user.
• Navigate to Users/ Add New User.

• Use Tenant Admin for the user to have access to all of that customer’s accounts. 
• Use Manger for the user to only have specific account access.  
• Add user’s name, email and open the folder/ site view to select the specific accounts that the user has access to in GridPoint Intelligence.
   

• After adding in the user information, select Save. 
• You will see a notification at the top of your page asking you to explain to the requester that the user will get an activation email to get logged into GridPoint Intelligence.