SourceLink is NEVER responsible for management of user accounts and/or any abuse or misuse associated with local accounts. Questions or concerns may be directed to help@joinsourcelink.com.

It is good practice to Archive anyone who is no longer an active user and to always create accounts using work e-mail addresses and never enter personal email addresses like someone@gmail.com.

Add a New User

Click Setup then Users. From the users listing, select Add New User.


Enter the appropriate information for the new user. Red lines indicate required fields. Client Permissions and Administrative Permissions will determine what the user will be able to do within SourceLink. You may want to limit all permissions to a few select users. When finished, click Submit.

Edit an Existing User

Click Setup then Users. From the users listing, select the user you wish to edit.

Archiving Users

Archiving will revoke login privileges for the user record and remove the name from most selection lists.

Click Setup then Users. From the users listing, choose 'Archive' on the person you wish to archive. During the archive process you have the opportunity to optionally select a replacement user for records attached to this user record.