Jump to Users Video

Creating New Users:

Only users with administrative access can create a new user.

• To create a new user, first use your user credentials to login to Trip 2. Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “security” then “users” to display the list of current users.
• Click the “add” button located in the top left hand corner.
• A new user pop-up will appear in the upper left hand side of the screen. Enter the new user information and click the “save” button. Make sure to select the user type and role.
• Note: The required fields are highlighted in red. Once the mandatory field has a value entered, then field will turn red. Once all required fields have values entered, the “save” button with become active.

Activating and Deactivating Users:

Only Administrative users can active and/or disable users.

Disable an active user:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “security” then “users” to display the list of current users.
• Double click on the active user. The user credentials will be displayed on the upper right hand corner. 
• Turn off the “active” switch located on the upper left hand corner of the user credential pop-up and click “save” to store changes.

Activate a disabled user:

•  Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “Users” to display the list of current users.
• Activate the “show disabled” switch located in the upper left hand corner, just above the list of users.
• Double click on the active user. The user credentials will be displayed on the upper right hand corner. 
• Turn on the “active” switch located on the upper left hand corner of the user credential pop-up and click “save” to store changes.

Edit Users credentials:

Only Administrative users can edit user credentials.

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “security” then “users” to display the list of current users.
• Double click on the active user. The user credentials will be displayed on the upper right hand corner. 
• Make the desired corrections and select the “save” button to save changes.

Change Password:

Any user can change their password. Only administrators can change user passwords for all users.

Changing another user’s password.

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “Users” to display the list of current users.
• Double click on the user. The user credentials will be displayed on the upper right hand corner. 
• Click the yellow “change password” button located in the lower right corner of the user credential pop-up.
• A change password pop-up will appear. The “automatic” switch is active by default. By selecting “yes” without turning the “automatic” switch off, new password credentials will be generated by the system and emailed to the user.
• By turning the “automatic” switch off, the system administrator will be prompted to create a new password for the user. During this step, the administrator can activate the “request to change password” switch that will force the user to create their own password after initial login.
• Select the “yes” button to save changes or “no” to cancel editing session.

Changing your password:

• In the upper right hand corner the user name appears. To the right of the user name, an image appears. Click on the image and select “change password”.
• The user will be prompted to enter their current password and new password.
• Select “yes” to save changes or “no” to cancel session.