Managing User Accounts

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 (You can create your own custom roles)
5. Assign functions to roles (You can decide what each role is allowed to do)
6. Suspend or terminate Users

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.

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 with no roles assigned, or if you have defined them, users with custom roles.  You can also filter your view based on the status of the users. 

               

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.

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)