Users Section

Display and Search Reach Engine Users

1. Click Users in the left menu, then click Reach Engine Users.

2. Select a user. You can:

• Click the Edit icon in the Action column to edit users.

• Click the Add icon at the top left to add new users.

• Click the Archive icon at the top left to archive a user. You can multi-select (CTRL+Click or Command+Click) and click the Archive icon at the top left to archive multiple users.

• Click the Key icon to reset a user's password.

Note: This option is only available if your organization does not use Okta, Ping, LDAP, or SAML for identity management and single-sign on (SSO) security. In organizations that use the preceding tools, the Reach Engine password is linked with the SSO and must be reset at an organization level.

To disable a user, but not archive the user, select a user, click the Edit icon to display the Edit User panel, and then deselect the Enabled slider.

To display archived users in the list of users, move the Archived slider, at the top right above the list of users, to the right.

To search for users, click in the Search box and enter your search term.

Create a Reach Engine User

1. Click Users in the left menu, then click Reach Engine Users.

2. Click the Add icon at the top left to open the Create User panel.

3. Enter a unique User Name.

4. Enter the user's first and last name.

5. Enter a unique Email Address.

6. Assign one or more roles to the user in the Role field. Roles assigned to the user determine the assets the user can view, as well as Reach Engine features that are accessible to the user. Note: A user's role must have association to all categories listed on an asset to view that asset.

7. Move the Admin slider to the right to give the user administrative access to Reach Engine.

8. Click Add. The new user displays in the list.

The new user receives an email welcome to Reach Engine. The email contains the user's User ID and a system-generated default password and prompts the user to change the password when they first log into Reach Engine.

Note: Access uses BCrypt encryption to store passwords.