For instructions on
Adding a User, reference the Knowledge Base Article
Adding / Editing Users
Enter the user's email address, password, and name. Passwords are case sensitive.
Before creating the user, select the Send credentials to user box (this sends an email to the user with their credentials and a link to log in...see next step).
The user will receive an email to the email address entered when creating the user. The user can then select the hyperlink contained in the email to log in to First Due.
The user will then use the log in credentials provided in the email and select the Sign in button.
Once a new user has signed in successfully, we highly recommend they change their password by accessing their profile by selecting their name in the upper right corner.
Select the Change Password tab on the top of the page, then:
Purpose To explain the steps for a local admin to reset a user's password. Related Articles Password Management - User Resetting Passwords Video Directions Navigate to Admin > Users. Search for the user by entering their ID, email, or name, then ...
Purpose To explain the steps to reset your password. Video Directions Select "Forgot your password?" from the main log in screen. Enter the email associated with your profile and select the Send password reset email button. Select the link contained ...
Purpose Video Directions 1. Navigate to the Community Connect Module 2. Click on Community Connect 3. Click on Users 4. All of your Community Connect User will appear on this list. 5. Click on New User 6. Click on User Type (required) 7. Click on ...
Purpose To explain how the Residential Community Connect user can change their passwords. Video Directions 1. Enter your email address associated with your Community Connect profile. 2. Enter your current password and select Sign in. 3. Click on the ...
Purpose To demonstrate how to manage Preplan Contact Types. Note: This permission needs to be enabled for a user to manage preplan contact types: Pre-Planning - Manage Preplan Contacts Type. Video Instructions 1. Click on Admin. 2. Click on Field ...