Managing users

All users in your organization will be listed on the Users page. To access the Users page, hover over Settings in the sidebar, then under Administration, click Users.

In this article:

• To add a new user
• To import multiple users
• To export a CSV of all users and their data
• To edit an existing user

To add a new user

1. Click the New button.
2. Add the user’s name and email address.
3. Click Create.
   • Note: You can only create as many users as you have licenses for PureTest/QuickTest.

Once a user is added, they will have to verify their account to use the portal. To verify their account, they must click the Set Up Account button in the email they receive from SHOEBOX and create a password. Any users that have not yet verified their account will have an "unverified" label appear under the Status column.

To import multiple users

If you want to import a list of multiple users from a CSV file, simply drag and drop your CSV file into the gray box, or click the Plus icon (+) to select your CSV from your file explorer.

You can download this template for importing multiple users.

To export a CSV of all users and their data

1. In the top-right corner of the page, click the Export CSV button.
2. Open the CSV in Excel or another spreadsheet application. The CSV contains full user data for each of your users. Including:
   • Full name
   • Email
   • Region
   • Assigned Projects
   • User Roles (Default, Admin)
     • Note: Only users with the admin role can perform administrative actions such as accessing the Settings or Data Admin pages, or creating and editing projects.
   • Password Expiry Date
   • First Login Date
   • Most Recent Login Date

To edit an existing user

1. Click on the user’s name in the list.
2. In the top-right corner of the User Information section, click the Pencil icon .
3. Edit the user’s first or last name.
4. Click Save.

From the individual user page, you can also perform various actions related to user status:

• Disable the user.
  • Note: To access the Disable button, click the Pencil icon in the top-right corner of the User Information section.
• Send a password reset email.
• Resend a verification email (if the user has not already been verified).
• Unlock the user (if the user has been locked due to too many unsuccessful login attempts).

• Enable the user (if the user is disabled).

  

• Enable the user to reset their baseline (PureTest only):
  This is done if a user cannot complete the biological verification because there has been a change in their hearing. They will need to contact an admin user to have their baseline reset. Click the Reset checkbox to reset the employee's baseline, which will allow them to update their baseline and proceed with testing.

  
  Note: The old baseline will not be removed from the portal. It will be archived. However, the old baseline value, which is a separate value, is stored on the app as part of the user's account data. After the reset, the user no longer has a baseline value stored in their account, and they have to create a new baseline value through biological verification to start testing.

• The individual user page also tells you which projects the user is currently assigned to in a list below the User Information section. As an admin user, you can add or remove a user from projects using this section.