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Users Instructions

Table of Contents

Adding new users
Editing existing users
Download report

Add and manage your company’s TopBox Users

Adding new users:

Click on the “ADD” button at the top of the gray banner and provide the following:

  1. First Name
  2. Last Name
  3. Email
  4. Title
  5. “Active” status box is checked by default
    • Marking a user inactive does not delete him or her from TopBox
  6.  Security:
    1. Assigned roles (within TopBox):
      1. Administrator
      2. Front-line
      3. Manager
      4. Program Manager
    2. Questionnaires (a user will be restricted to the selected questionnaires)
      • To deselect a list of questionnaires, click on “CLEAR”
    3. Accounts (a user will be restricted to the selected accounts)
      • To deselect a list of accounts, click on “CLEAR”

Note: Make sure to click “SAVE” before closing the “Add” window in order to save any changes. 

Editing existing users:

Click on the   icon next to each row in the Data Table (list of User) to bring up the “Edit” window, with the ability to edit:

  1. First Name
  2. Last Name
  3. Email
  4. Title
  5. “Active” status box is checked by default
    • Marking a user inactive does not delete him or her from TopBox
  6.  Security:
    1. Assigned roles (within TopBox):
      1. Administrator
      2. Front-line
      3. Manager
      4. Program Manager
    2. Questionnaires (a user will be restricted to the selected questionnaires)
      • To deselect a list of questionnaires, click on “CLEAR”
    3. Accounts (a user will be restricted to the selected accounts)
      • To deselect a list of accounts, click on “CLEAR”
  7.  Clicking on “Reset Password” will result in an automatic email being sent to the user’s provided email address with a link to set a new password.

Note: Make sure to click “SAVE” before closing the “Edit” window in order to save any changes. 

You will see:

  • Data Table: First Name, Last Name, Email, Title, Role (within TopBox: Administrator, Front-line, Manager, Program Manager), Questionnaires, Accounts [to which the user has access to], Created By (indicates who created the user account)
    • By default, the user list is sorted by First Name
    • Click on the column names to sort results. Click on the column header again to change the sort direction from Ascending to Descending. Clicking a third time will turn off sorting on that column
    • You may sort by more than one column by clicking each column name in the order desired

4. To download your list of Users:

  • Export as Excel file by clicking on the Export To Excel icon on the gray banner

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