Manage User Accounts: Add New Users and Manage Role Types

The Manage User Accounts tool is an administrator function used to control the following actions:

1. Create new users (individually or in bulk)
2. Assign users to a role (e.g., Admin, User)
3. Manage functions that users can access within a role (e.g., search, access virtual payments etc)
4. Add new roles (create your own custom roles)
5. Assign functions to roles (decide what each role is allowed to do)
6. Suspend or terminate Users

To access this console, navigate to Account Management > Manage User Accounts

UNDERSTANDING THE CONSOLE

User View

The console default view is the "user view".  By default, the console lists users in the organization who have standard roles assigned (i.e., Admin or User). 

Add New Users

To add users, click on the add new accounts icon

Complete the user information in the form and remember to make sure all required fields are properly filled out. An email will be sent to the user to create a password and proceed to log into your company portal.

Adding Multiple Users

If you have multiple users to add, you may upload using a text file and create multiple accounts at once. Please review the bulk upload instructions for more detailed information. 

Filters

You can use the dropdown filter to view users without assigned roles or, if available, those with custom roles. Additionally, you can filter users based on their status. Selecting 'ALL USERS' lets you see everyone who has been granted access to your portal, regardless of their role type.

               

Managing Individual User Permissions

Each of the icons adjacent to a user represents different ways to change or manage user permissions. The icons are as follows:

Icon	Action	Purpose
	Edit User	Edit user profile details
	View user log details	View logs of user access to the system
	Edit permissions	Change what the user can do in the system
	Manage workflow assignments	Assign user to workflow steps.  Only applies when workflows are in use (onboarding, compliance etc)
	Remove user from role & remove all permissions	Removing user permissions.
	Remove User from Current Role	Remove user from their current role (ie: User) and assign a new role (ie: Admin).

Switching to the Role View

Click on the role view icon to manage and administer user roles

Managing Role Characteristics

Each of the icons adjacent to a user represents different ways to change or manage role behavior. The icons are as follows:

Icon	Action	Purpose
	Assign new users to role	Add individual users to roles
	Assign features	Define which features will be accessible to users in each role
	Edit role details	Change name for the role
	Delete role	Assign user to workflow steps.  Only applies when workflows are in use (onboarding, compliance etc)