User Accounts

Manage all users in your LeapFILE account.

Adding Users

Add a Single User

1. Go to Account → User Accounts
2. Click the Add User button
3. Complete the required fields:
   • Name
   • Email address (becomes the username)
   • Initial password
4. Set permissions (see below)
5. Click Save or Save & Add another

Import Multiple Users

1. Go to Account → User Accounts
2. Click the Import Users button
3. Download the CSV template
4. Fill in user information in the CSV file
5. Upload the completed CSV
6. Choose import options:
   • Add new users only
   • Update existing users
   • Disable users not in the file
   • Delete users not in the file

User Permissions

When adding or editing a user, you can grant the following permissions:

• Administer account: Full administrator access to all account settings
• Send files / Receive files: Ability to send and receive transfers
• Create repositories / Create portals: Ability to create new repositories or portals
• Manage portal guest users: Ability to create and manage guest accounts
• View account reports: Access to reporting features
• Manage account setup: Ability to modify account configuration

Administrator Permissions

Grant administrator access only to trusted users. Administrators can modify all account settings, manage users, and access billing information.

Editing Users

To modify an existing user:

1. Go to Account → User Accounts
2. Click the user's name
3. Click Edit
4. Update information or permissions
5. Click Save

Enabling/Disabling Users

Disable a User

1. Go to Account → User Accounts
2. Click the user's name
3. Click the Disable button at the top

Enable a User

1. Go to Account → User Accounts
2. Click the disabled user's name
3. Click the Enable button

Bulk Enable/Disable

1. Select multiple users using checkboxes
2. Click the Enable or Disable button at the top of the list

Info

Disabled users do not count toward your user limit and cannot log in to their accounts.

Resetting Passwords

To reset a user's password:

1. Go to Account → User Accounts
2. Click the user's name
3. Click Reset Password
4. A randomly generated temporary password will be emailed to the user

Note

For security reasons, administrators cannot see user passwords. The reset password function generates a new temporary password that the user must change upon first login.

Searching and Filtering Users

Use the search box to find specific users by:

• Name
• Email address
• Status (active/disabled)