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EveryAction Webinar: Managing Your Users
Instructor: Rachel Moody
Spaces left: 100
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This course introduces you to user account and role management in EveryAction. You’ll learn how to create and edit user profiles, assign permission levels, troubleshoot issues, and enforce security protocols like two-factor authentication.

To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

Managing users in EveryAction is key to maintaining a secure, well-structured system. This course provides a walkthrough of account creation, role assignment, and key security practices for ensuring data protection and operational clarity.

What You’ll Learn in This Course

  • The difference between user roles such as administrator, manager, staff, and intern
  • How to create, edit, and deactivate user accounts
  • When to use expiration dates and welcome emails for new users
  • Why individual user accounts are preferred over shared logins
  • How to impersonate a user account for troubleshooting
  • Steps for updating user details and preserving account access to critical tools
  • How to enable two-factor authentication for sensitive access

By the end of this course, you’ll be equipped to confidently manage user permissions and keep your organization’s data secure.