User Management

Creating Users Users within Prolydian can be created from the Users listing. - Log into your Prolydian account at https://app.prolydian.com and go to People > Users - Click the Create new button to access the user creation dialog. Only the user's First Name, Last Name, and Email Address are required, but you can also click on the Address, Phone, and Role buttons to refine the user's data and permissions. The Role section will allow you to add a global system role (which allows the user to...

Inviting Users Prolydian allows user/contact managers to invite other users to join their Prolydian team. Once the invitation has been accepted, the invited user can have different things in the system shared with them. The steps below show you how to invite users. - Log into your Prolydian account at https://app.prolydian.com and go to People > Users - Click the dropdown arrow next to the Create new button and then click Invite users - A popup will display. Enter the email address(es) fo...

Resending Prolydian account activation emails After a new user account is created on the Prolydian platform, the user will receive an account activation email containing a link to verify their email and set up a password. This link remains active for 7 days. If a user does not receive the email, they should first check their spam folder and add support@prolydian.com to their safe senders list. --------------------------------------------------------------- How to resend If the email cannot b...

Viewing user profiles Information about each user can be found on their individual user pages. Follow these instructions to find and view these pages. --------------------------------------------------------------- Finding user profiles - Log into your Prolydian account at https://app.prolydian.com and go to People>Users - Find the user whose account you would like to view. To search for a user, click the magnifying glass in the top right corner and type in their name. - Click on the us...

Changing a user's password Admins can change a user's password following the steps below. - Log into your Prolydian account at [https://app.prolydian.com](https://app.prolydian.com/reports) and go to People > Users - Search for the user by name or email - Confirm that the "User needs to verify email and update password" message is NOT displayed below their name. (This message indicates that the account has not been activated.) - Click the 3 dots next to their name and choose "Change passwo...

Updating roles & permissions for existing users If you wish to give an existing user access to organizational data, you can do so by updating their roles within their user account following the instructions below. - Log into your Prolydian account at https://app.prolydian.com and go to People>Users - Find the user whose permissions you'd like to change. To search for a user, click the magnifying glass in the top right corner and type in their name. - Click on the user and open their profi...

Disabling a user account You can prevent a candidate or admin from accessing their account by disabling it. This is also the process used when you want to "delete" a user. Their account information will remain in the system, but they will no longer be able to log in or access their account. (If a candidate requests to have their information completely removed from Prolydian, please refer them to support@prolydian.com for assistance.) - Log into your Prolydian account at [https://app.prolydian...