Manage Users

Only the Administrator or those assigned with Administrator rights will be able to see the Manage Users tab.  It contains a list of users, their contact information, and sign on ID and password.

Note:

You are allowed up to 4 contacts as per the terms of your Ebix Support Agreement.  Only these contacts are allowed to log incidents through iTrack.  If you purchased or are interested in additional contacts for your agency, please contact EbixSupport for additional information.

Many of the user contact information has been converted from our prior support tracking system.  Please review the list for any that need to be inactivated and update any incorrect information.

Mark the check box View Inactive to include users in the list.  Inactive users will display but be grayed out.  Users cannot be deleted as they have a relationship to previous incidents.

To Add a New User

  1. Open the Manage Users tab.

  2. Click the Add button. It will open the User Details screen pre-filled with your agency information.

  3. Change any fields and complete mandatory Login Name, Password, Confirm Password, and Email information.

Note:

The Admin check box defaults as unmarked.  Most users should have this status left blank.  If you wish the user to access the Manage Users tab, then check the Admin box.

Your password should be 6 characters or longer and is case sensitive.

  1. Click Save to apply the changes and save the new user contact.

To Edit an Existing User

  1. Open the Manage Users tab.

  2. Click on a User Name or use the Search Criteria field drop down list to narrow your client list.

  3. The User Details screen opens and can now be modified.

  4. Click the Save button to apply any changes.