Overview
This article explains how to create, edit, and deactivate users in Neatoscan. Users are created in the “Users” settings on the books side for both the books and collectibles users.
Creating Users
To create or manage users, you need the appropriate permissions. If you don’t have the necessary permissions, contact your administrator or Neatoscan account holder.
Add Your New User
From the Users tab in Settings, you can create as many users as needed at varying access levels. To create a user, follow the steps below.
From the Books side, click the Settings icon in the top right corner.
Click the Users tab.
Right-click the Users folder and select Add User.
Fill in the User Information
User Details: Enter the username, first name, and last name.
SGW & Collectibles Information: If the user will be working with the Collectibles section, enter their Shopgoodwill credentials and the building they will be working from.
Permissions: Select the appropriate permissions for the user. If the user will be working with the Collectibles section, use the options in the Auctions tab.
Password: Set a password for the user to log in with.
Save your New User
Click OK in the bottom right corner to save this user. At this point, the user will be able to log in with their newly created username and password.
Editing Users
If information needs to be changed for a user such as name, username, assigned buildings, or permissions, the user can be edited following the steps below.
From the Books side, click the Settings icon in the top right corner.
Click the Users tab.
Right-click the user you would like to edit, then select Edit from the context menu.
Make changes to the user, then click OK to save the changes.
Deactivating Users
When a user leaves your organization, to ensure security, deactivate the user so they are unable to log in. To do this, follow the steps below.
From the Books side, click the Settings icon in the top right corner.
Click the Users tab.
Right-click the user you would like to deactivate, then select Inactivate.
Unlocking Users
A user may lock themselves out of their account by attempting to log in unsuccessfully too many times. Admin users with the correct user permissions can Unlock these accounts.
Setting the Permission to Unlock Accounts
To allow an admin user to unlock sub-user accounts, follow these steps:
In the admins user permissions, go to the Advanced tab.
Scroll down and check Lock/Unlock Accounts.
Click OK to save these changes.
📝 You may need to set this permission in Permission Groups if you are unable to change the setting on the user directly.
Unlocking Users accounts
Go to the Users tab in the settings.
Right-click on the locked user.
Select Unlock from the context menu.
Switch to another settings tab, then back to Users to make sure the user is unlocked.
Resetting User Passwords
Admin users can reset sub-user passwords if a password is forgotten. To do this, follow the steps below.
Go to the Users tab in the settings.
Right-click on the locked user.
Select Unlock from the context menu.
Enter and repeat the new password you would like to set, then click OK to save it.
If you have any questions send us an email to support@neatoscan.com. Our support hours are between 8am-6pm CST, Monday to Friday.