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Archives for February 2014

Administrators: how to unlock a user

February 14, 2014 by Tom Carswell

If a user at your company has an ECExpress login, their account will be locked after 5 unsuccessful login attempts.

Here’s what happens and what to do to unlock that user:
After the user attempts to log into ECExpress, they will see a red text message on the login page stating their account has been locked and that they need to contact their ECE Administrator to unlock it.
If you’re the administrator:
  1. Log into ECExpress
  2. Go to Account > User Administration
  3. Find the locked user (‘Locked’ appears beside their name in the Login Failures column)
  4. Select the user and click the ‘Unlock’ button
  5. Pop-up window will ask “Are you sure?”
  6. Click OK in the pop-up window
  7. The User is now unlocked
  8. Tell the user to try logging in again
  9. User goes to login page and can try their old password, but they should choose the reset password option, since the password(s) they tried previously locked their account
  10. User gets email from EC Support with a link asking them to reset their password
  11. Clicking the link takes the user to a page where they enter their new password twice
  12. Once done successfully, the user is now logged into ECExpress.

Filed Under: ECExpress (Canada), ECExpress (U.S.), Tips and Shortcuts

Administrators: how to create a new user at your company

February 14, 2014 by Tom Carswell

If you are your firm’s ECExpress Administrator, here are instructions on how to create a new user for your company.

  1. Log into ECExpress and go to Account > User Administration
  2. Click ‘Add’
  3. Select a name of existing contact in the pulldown menu  or create new contact.
    You MUST enter a User ID (employee ID number, email address, phone…something)
  4. You can select User Rights and Report Rights for that user at the same time
  5. Click the ‘Submit’ button at the bottom of page to save
  6. New User receives email from EC Support stating their ECExpress account has been created, and to click the link in the email to create a password
  7. User clicks link, enters password
  8. User is now logged into ECExpress.

Filed Under: ECExpress (Canada), ECExpress (U.S.), Tips and Shortcuts


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