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User Management

User Login and Management

Tony avatar
Written by Tony
Updated this week

The new ezyCollect User Management Portal is designed to streamline and enhance essential user interactions, including password resets, instance switching, user management, and advanced security features like multi-factor authentication. With an intuitive interface, it reduces friction while ensuring a seamless and secure login experience, safeguarding your credentials at every step.

First-Time Login

  1. You'll be prompted to reset your password


  2. An email from ezyCollect with the subject line, "Let's reset your password" will come through. Simply follow the prompts to reset your password.


  3. Once you have reset your password and successfully logged in, you will see all available ezyCollect instances (accounts) that can be accessed under your new consolidated credentials in the Dashboard below.

    Alternatively, you can use Google / Microsoft single sign-on to access this Dashboard.


User Settings

In the ezyCollect Portal, you have access to the User Settings (menu on the left) for each instance. Here, you can configure:

My Account

  1. Profile - upload your profile picture and fill in your basic profile information including email; name; phone number; address and job title.

  2. Security & Privacy - reset your password; enable multi-factor authentication; view your login session.

Workspace

  1. Users

    1. Invite new Users

    2. Edit roles of existing Users; set their access period; log them out and delete Users


      Note: only Manager Users can see all Users; their details and make changes.


  2. Audit Logs - View and download audit logs

Our Team is always here to help. For any assistance about your ezyCollect Portal, please contact customersuccess@ezycollect.com.au.

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