As an administrator in the Agile Web Portal, you can edit User Profiles. The User Profile is where you can change passwords, manage security roles, and clear failed logins.
1. Log in to Web Portal at portal.agiletix.com.
2. Click the Settings tab on the left of the screen. If you would like to edit your own profile, click the letter in the top right corner.
3. Scroll down to Security and click Users.
Select the Pencil/Edit button next to the User Profile that you need to update.
4. To change the password for a specific User, click on the the Change Password button at the bottom of the screen.
Enter a temporary password into the Password and Password Confirm fields. Check Require Password Change at Next Login box. This will force the user to create their own password when they next log in to the system. This is best practice for PCI Compliance.
5. If the user has tried and failed to log on multiple times, you as the System Administrator can clear the failed attempts from the account by clicking on the Clear Failed Logins.
6. Within the user profile, you can edit the user's AKA Name, Email Address, Phone Number and Cell Number.
7. Check Receive Agile Communications if this user has permission to receive emails pertaining to Agile and Software Updates.
8. Check Allow Agile Administrative Requests if this person can make administrative decisions for our organizations.
9. You can assign or update a user's Security Pass-phrase. A security pass-phrase is a code word that the user can give to a support representative when requesting assistance clearing failed logins or changing their password over the phone.
10. You can scroll down to Security Roles to manage the user's administrative and sales permissions. These permissions are organized under User Roles. Every possible User Role will be listed in this section, and you can check and uncheck any user role in the list to manage this user's access within the entire Agile Ticketing Solutions system.
NOTE: as of December 16, 2020, we have added different security roles to include specific departments to help us with our communications. Please check all security roles and departments that apply to each other.
11. Once you have made all of your changes, click the red Save Changes button.
DISABLING USERS THAT ARE NO LONGER WITH YOUR ORGANIZATION
To disable a user that is no longer with your organization and prevent them from signing in, follow the steps below:
1. Sign into Web Portal and click the Settings tab.
2. Scroll down to Security and click Users.
3. Click the Pencil/Edit icon next to the username you are changing.
4. Uncheck the box next to Enabled
5. Click the red Save Changes at the bottom of the page.
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