User Management

Important note to EBM and Blue Ops employees: If you need to add an employee to an instance or project, you MUST do so from Diligent, not from Catalyst. There's a good chance we already set up your Catalyst instance with users, but if you're an Administrator and need to add a new user, just foll...

Changing someone else's password An admin user can change the password of another user by navigating to the "Impersonate User" option under Administration -> User Management -> User.  Once you find the user you want to edit, click the profile dropdown at the top right side of the screen to impe...

Learn how to streamline your workflow with Catalyst's built-in email notification feature. With Catalyst, you can automatically send emails to designated users or groups every morning, alerting them to new accounts requiring mapping and assignment within a hierarchy. Email Notifications for ...

Password Reset Forgetting your password is a problem as old as is the internet. Luckily, we've made resetting your password an easy task that you can do yourself.  On the Catalyst login page, enter your email address and click the "Forgot your password?" link. As soon as you do, our system wil...

Ensuring that your data remains secure and accessible only to the right people is a critical aspect of managing financial information. This help center article will guide you through the process of restricting access in your hierarchies so that users can only view data related to specific accoun...

Groups are a powerful tool in Catalyst that help you efficiently manage permissions for multiple users. This is especially beneficial for large teams, but even small teams can benefit from organized group structures. Instead of setting permissions for each user individually, you can create group...

Catalyst allows you to add an unlimited number of users to your account, empowering your team to take control and maintain your environment without limitation. This tutorial teaches you everything you need to know to become familiar with users and user permissions. This article contains the follo...

Changing your password Changing a user's password is a function available to both an individual user or any admin user of the Catalyst instance.  To change your own password, click the dropdown menu by your name at the top right of the screen. From there, click the Change Password option to get t...