Administrator Area
The Admin area can only be accessed by the Company Administrator. The area is accessed by selecting the “Manage - Users” button on the top line.
This will bring up the following panel:
From this panel, you can see who is a member of your company, what roles they have been assigned, when they last changed their password, when they joined and how much of the monthly allowance has been used overall and individually,
To see individual usage click on the "Get User Usage Summary" button.
And then you can sort in the usage column.
To add a member click on the “Add User(s) to Company” and a pop up screen will appear at the top of the screen.
From this window, you can select the role of the person or persons you wish to add and put in their email(s) separated by a semi-colon (;) in the indicated box. You can add up to 10 emails at a time, they must all have the user role. The click the green “submit” button.
You must ensure the emails are correct as an email will be sent to the address inviting them to sign up, using the “forgot your password” methodology.
Full propagation of users to the databases might take several hours.
Changing roles
If you wish to change a user’s role, you should select them from the list, their row will be highlighted green, and click on the orange button under “Change role” and another window will appear.
You will be able to see their current role. Select the role you wish to assign them and then “change user role”. Close the window and you will see that their role has been updated.
Reset Password
You can reset a users password simply by clicking the “reset password” button. The user will receive an email like this:
They will have to go through the “forgot password” methodology at their next sign in.
The Disable/Enable buttons can be used to allow members access. The Remove button removes the user from the company and assigns them back to Public_User.
Users who haven't accessed their accounts for >120 days have their accounts automatically disabled. When they try to log in they will receive a message stating that their account has been locked. As an administrator, you will need to enable them again if you wish to grant them access.
Company Access Requests
A third party or a member of your organisation might request company access. Their request will be sent you through the admin panel. When visiting the admin panel you should therefore routinely click the "check for notifications" button to see if there are any requests waiting for your attention.
It should be noted that if you grant them access, the user would have access to all the information that any other company user you have set up would have, which includes unreleased/undisclosed data.
If you do not recognise the user then the request should be denied or ignored.
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