Users

Each account will have one primary owner, but multiple users may be associated with a postal account. Users associated with an account may edit their own or other users' records. The primary owner will receive notification when another user adds or deletes other users.

Note: Users must be logged into Okta to access accounts.

Contact PPS for assistance with issues or questions.

ADD NEW USER

From the postal accounts page:

Select the account
Screen shot showing list of postal accounts.

Select "Add User"
Screen shot showing overview of a postal account (e.g., account number, account title, department, worktag, date opened, users).

Enter the user's email address
Screen shot showing field to enter new user's email address.

Select "Submit"

The primary owner will receive notification when a new user is added by another user. The new user also will receive notification that they have been added to the account.

REMOVE USER

From the postal accounts page:

Select the account from the accounts list
Screen shot showing list of postal accounts.

Select the trash can icon (on the right-hand side of the line) of the user to be removed

Note: A primary owner cannot be removed; a new primary owner must be designated first.
Screen shot showing overview of an account (e.g., account number, title, department, worktag, users) with an arrow pointing to the trash can icon.

CHANGE PRIMARY OWNER

From the postal accounts page:

Select the account
Screen shot showing list of postal accounts.

Add a new user, if necessary (see instructions above)

Select the "Make Primary" button of the user to assume the Primary Owner role

Screen shot of an account overview (e.g., account number, title, department, worktag, users) with an arrow pointing to the make primary button.