Managing user accounts

If you’re a centre administrator, you might want to consider setting up accounts for your centre staff, with restricted access to various areas of Interchange. Access is determined by specific ‘user roles’, which are shown below. Instructions on how to set up and amend users’ accounts are shown below.

1. Hover over ‘Admin’ and click ‘Manage centre users’ in the left-hand menu.
2. Click ‘Add new user’ at the top of the page.
3. Complete the form, ensuring the new username is unique to the user you are adding. An initial and surname is the most common username; however, if you have more than one person in your centre with the same initial and surname, you’ll also need to use their middle initial, or add a number, to ensure the username is unique.
4. Click ‘Add’.

1. Hover over ‘Admin’ and click ‘Manage centre users’ in the left-hand menu. 
2. Click on their name in the list. 
3. Amend the details you need to change such as user name, password or email address. 
4. Click ‘update’.

As centre administrator, we recommend you regularly check the details of the users you have set up on Interchange. To remove inactive users or users no longer at your centre:

1. Hover over ‘Admin’ and click ‘Manage centre users’ in the left-hand menu. 
2. In the ‘Delete a user’ column, click the box against the name of the user(s) you want to remove.
3. Click 'Update'.

There are a number of user roles within Interchange and these give access to different areas of the website, as shown in the table below.