User Management
How to add, disable, and reset user accounts in eimmigration
Admins control who has access to eimmigration. Learn how to create user accounts, reset passwords, and email credentials so your staff can log in and get started.
When to complete this task
Complete this when onboarding new staff, when staff leave, or when someone needs a password reset.
Basic steps
- Go to Admin Tools → Users
- Add new caseworkers or edit existing users
- Email credentials or reset passwords
- Enable or disable accounts
Step-by-step instructions
Step 1: Navigate to Your eimmigration Portal URL
Step 2: Click Administrative Tools in Top Right corner
- Hover over the gear icon in top right corner.
- Click Administrative Tools.
Step 3: Select Users
- Under File Access, select Users
Step 4: Add New User
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To add a new user, click Add Caseworker and fill in their details.
Step 5: To disable a user, uncheck Enabled and click Save
- Select whether a user account is Enabled or Disabled by selecting the checkbox under the Enabled column
Step 6: To reset a password, open the user record, enter a temporary password, and click Save
Step 7: Click Email Credentials to send login details directly to the user
Video walkthrough
Helpful hints
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Only licensed seats can be enabled.
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Keep a credentials email template in Letter Templates for consistency.