User contact management in Grid
Firm contact management and administration for Grid web interface users is performed through the Admin feature.
The Admin tab supports the following contact management operations for your firm:
Add a new contact: Create a new user and user ID.
Edit an existing contact: Edit an active or inactive user's information.
Inactivate a contact: Inactivate an active user ID so the individual can no longer log in.
Activate a contact: Reactivate an inactive user.
Reset a contact password: Unlock a locked account and reset an active or inactive user's password.
The Admin tab and its administrative workflows are only available to users assigned to the Web Admin role.
Note
In Grid, users are sometimes referred to as contacts.