Shared Users

Understand what shared users are and how to make personal logins with a shared username in this article

What are shared users?

A Shared user is a username that can be shared by multiple users.

For a username to be shared, the Shared username tick box must be selected when creating the user (alternatively this option can be found and edited in the user summary at a later point).

Until shared users have set up personal logins, they will be unable to use certain personal features such as saving searches and custom reports or copying report sections to the clipboard.

Personal logins within a shared username

Users who log in via the shared username can create their own personal logins within the shared user. This then allows them to access all the personalised features within the system.

How to enable shared users access to the site

The shared user feature allows multiple people to easily access the site using the same login details.

To enable a shared user feature simply follow the instructions below:

1. Go to the Accounts section of the admin interface.

2. Select an account.

3. Click Users.

4. Select a user for whom you want to enable the shared user feature.

5. Click Edit user in the summary section.

6. Click Shared username.

7. Click Save.