The purpose of this article is to provide an overview of the User administration process, showing how to create new User accounts, view/amend their information & manage User's access on their contracts.
The following illustrates the use of the Client Administration Panel (admin panel), which is only available to Superusers.
To create a new User account, navigate to the Add New menu and select User to Client in the top-right hand corner of the screen:
The Add New User wizard will now open - here you will be displayed with a series of fields to complete, including contact information, their Username, and contract access.
On the Credentials tab, you can decide if the User should have the Two Factor Authentication (2FA) feature enabled. For more information, please see the following help article.
Within the Contracts tab, press Add Contract and a new window will open, prompting you to select a contract from the drop-down list, and assign the relevant roles/permissions:
Once the User has been added to a contract, they will automatically be assigned to any associated practice contracts of the same type.
Once done, you’ll be shown a final confirmation of the access you have specified. If everything is correct, please select Next to complete the setup:
Once the User has been created, an email will be sent to the email address associated to the account with their login credentials and further instruction on how to finalise their account setup.
Once a User has been created on the system, you may view their information at any time by navigating to the Users heading in the top left-hand side of the admin panel:
This will display a list of all of the Users within your client environment (both active and inactive). At the top of the list is a button labelled User Filters which allows you to narrow down the search results:
Once a User has been selected, you will be displayed with their basic information page, giving an overview of their profile:
Here, you can retrieve the User's contact information (this should relate to their personal company contact details, as opposed to their standard personal information), account status, and their contract level access.
You are also able to reset their security questions, confirm Usernames and deactivate/reactivate their account using the labelled buttons.
If you need to amend a User's roles/permissions once they’ve been added to a contract, you can do so by navigating to the Contracts tab located in the top left-hand corner of the screen:
This list operates in a similar way to the Users tab, however, there are some additional filters available here. For example, you can search for contracts by their Type as shown below:
Once you have located the appropriate contract, clicking on the entry will take you to the Basic Information tab.
For more details regarding contract administration, please refer to our help article here.
From here you can select either the Users or the Roles & Permissions tab.
The Users tab allows you revoke a User's access to the contract by un-ticking the Active checkbox. To reinstate the User, select the same box:
You can amend a User's financial thresholds by selecting the blue Edit button which is located to the right-hand side of the Active column:
When selecting the Roles & Permissions tab, you can allocate the User a new role, amend their existing one, or turn on/off their email alerts against the contract:
The drop-down list will display all available roles for each party. To amend this, expand the list and select the applicable role. By checking the tick box on the right-hand side, you are able to turn email alerts on/off per User for this contract.
To grant an existing User access to a contract that they're not currently attached to, please follow the below steps:
Open the appropriate contract within the admin panel.
Select the Add New button, where you will now see a third option – User to Selected Contract:
When this option is selected, you can select a User whom is not currently associated with the contract and assign them the appropriate role/thresholds.
Once this has been actioned, the contract will then be added to their list of available contracts.