Manage User Accounts

Search for User Accounts

You can search for users on the User Accounts page.

Click Settings.
Click User Accounts.
On the User Accounts page, enter your search in the Search field, and then click

Modify User Account Information

On the navigation pane, click Settings.
Click User Accounts.
On the Settings page, under User Accounts, click the account you want to edit.
On the User page, add, or modify, the information as needed. You can change name information, email, and password but you cannot delete information from required fields.
Click Done to save your work and return to the Settings page.

Change another user account password from Settings

On the navigation pane in Mitchell Connect, click Settings.
Click User Accounts.
On the Settings page, under User Accounts, click the account you want to edit.
Click Change Password.
Type the user's current password in the Current Password field.
Type the new password in the New Password field.

Click Hide if you want to hide the password while you type.

Click Done to save your work and return to the Settings page.

Change your Own Account Password

Change the password your own user account from the My Profile page in Mitchell Connect. Use this feature if you are not an administrator and do not have access to the Settings page.

In the navigation pane at the top, click your account name.
On the My Profile page, under Personal Settings, click Change Password.
Enter your current password in the Current Password field.
Enter your new password in the New Password field.
Click Save.

Deactivate a User Account

On the navigation pane in Mitchell Connect, click Settings.
Click User Accounts.
On the Settings page, under User Accounts, click the account you want to edit.
On the User Account page, click Permissions.
Click Inactive User.
Click Done.

Reactivate a User Account

On the navigation pane in Mitchell Connect, click Settings.
Click User Accounts.
Tip: If you cannot see any inactive users, check the Show Inactive users toggle button at the top of the User Accounts page. Click to the right of the Show Inactive accounts toggle button to show inactive accounts.
On the Settings page, under User Accounts, click the account you want to edit.
On the User Account page, click Permissions.
Click Active User.
Click Done.

Update License Number

You can update your estimating business license number in Mitchell Connect.

On the navigation pane, click Settings.
On the Settings page, click User Accounts.
On the User Accounts page, select the user account you want to modify.
Enter the license number in the License # field and select the corresponding state in the License State list.
If you need to add additional licenses, click + New License and enter the appropriate information.
Click Done.

Tip: Click next to any license number you want to delete.

Window components - the User Accounts page (list of user accounts)

Name	Description
Last Name	First name of the user.
First Name	Last name of the user.
Username	The username used to log in to Mitchell Connect.
Permissions	The Permissions column shows: Administrator: User has administrative privileges to manage user accounts, contact information, notifications, and other permissions. User: User does not have administrative privileges.
Status	The Status column shows: Active: The user can access Mitchell Connect. Inactive: The user cannot access Mitchell Connect.
	Click to the right of Show Inactive to view inactive users. Click to the left to view active users in the list.
	Click to add a new user account.

Window components – the User Account page

User Account Basic Info Tab

Name	Description
Basic Info	The Basic Info tab shows name, user name, password, phone, email, and licenses.
First Name/Last Name	The account owner name.
Username	The account name in Mitchell Connect.
Password	Click Change Password to modify the user account password. Clicking Change Password makes this field editable.
Email	The account owner email address.
Home Phone	The account owner phone number.
Mobile	The account owner mobile phone number.
License Number	Estimating business license number.
License Number State	State estimating business license is issued.

Permissions tab

Name	Description
Permissions tab	Click the Permissions tab to access the settings for: User management Global settings Product permissions
User Management	This section includes the User Status and the User Role settings.
User Status	Click Active User to activate or Inactive User to deactivate a user account.
User Role	Click an option to change the user role. Standard Account Administrator
Standard Account	The Standard Account role is required to modify access to features.
Administrator	The Administrator role is required to manage other user accounts and associated permissions.
Global Settings	Select the check box next to each setting to enable it. Clear the check box to disable the setting.
General Info	The General Information setting allows account owners to modify the shop's general information.
Notification Settings	The Notifications Settings allows account owners to change their Notification preferences for in-app notifications or email alerts.
User Accounts	The User Accountssetting allows account owners to manage other user accounts.
View Assigned Tasks	The View Assign Tasks setting allows account owners to view tasks assigned to other users.
Products	This section includes settings for the following products: Mitchell Connect Mitchell Diagnostics (if licensed) TechAdvisor (if licensed) Mitchell Cloud Repair (if licensed)
Mitchell Connect	Select the check box to enable access to the following product features: Assign Tasks Jobs page Tasks page View Others Work Clear the check box to remove permissions.
Assign Tasks	The Assign Tasks setting allows account owners to assign tasks to other people.
View Others Work	The View Others Work setting allows account owners to view jobs and tasks assigned to other people.
Mitchell Cloud Repair	Select the check box to enable access to the following product features: Acess to Parts Ordering Approve Repair Convert to Repair Order Repair Preferences Clear the check box to remove permissions.
Approve Repair	The Approve Repair setting allows shop managers to Verify Completed Repair Procedures in Repair QA. You must also select Repair Plan to grant access to Repair QA.
Repair Plan	Click the Repair Plan check box to give shop technicians access to Repair QA.