idiCORE Admin Guide

Creating New Users

Step 1: Log into idiCORE and click the “Users” icon on the top of
the toolbar (available only to account administrators).

Step 2: Under the
current users
click the “Add
User” box.

Step 3: Enter the new user’s first and last name and create a unique username for them. You only need to add the first part of their user
name. Ex: if you would like their username to be “Admin@testpi2”, only enter “Admin” into the username box.
Step 4: Enter the new user’s current email address. A 10-digit cell phone number (SMS phone) is required if your company does not
have a whitelisted IP.

Hit the save icon to create the user
**The system will automatically create a temporary password. You will need to forward the login credentials to the new user. **

Admin Settings

As a company administrator, you also have the option to disable users that no longer need access, reset passwords, and create
additional company admins.

To Disable:
At the end of the user information is a red icon. Click this icon to disable a user. Once disabled, the user’s information will get crossed
out and the icon will change to green. If you click it again it will re-enable them.

Password Reset:
If you have a user that needs a password reset, click on the thumbprint icon and it populate a temporary password.

As the Admin, you will need to send the user their new password. To do so, click the “copy” icon and paste it into an email to the user.

Additional Admins:
If you would like to add another company admin, click the edit button on the user’s profile. A drop down menu will populate under role
which will give you the option to change a current user to an Admin.

Transactional Users:
If you are on a per seat contract and would like to separate certain users from your allotted “seats”, you will need to change their
“User Type” from Per Seat to Transactional. This will bill them per transaction and exclude them from the per seat contract.