Managing users
A 'user' refers to a person who logs in to the backend admin system to view or manage system details. Users are allocated permissions which restrict the functions they are able to access in the system, which also controls the menu options they see.
This topic is aimed at platform owner admin staff who are authorised to manage user account details.
Before starting these procedures, you may need to determine the following details:
- Data related to the user, in particular the user's personal details, permissions, and the user groups that he/she belongs to.
Follow these steps to list users:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen.
Follow these steps to add a user:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen, and click the Add button above the filter options to display the Add Additional Users pop-up screen.
- Enter the user's personal details, and click the Add button to save them and close the pop-up.
- Find and click the entry just created in the User Id column to display the Manage User screen, and enter the remaining details. Click the Update button to save the changes and return to the previous screen.
Follow these steps to view or update the details of a user:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen.
- Find and click the required user entry in the User Id column to display the Manage User screen.
- Change the details of the user, then click the Update button to store them, or click the browser Back button to return to the previous screen.
Follow these steps to block a user:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen.
- Find and click the required user entry in the User Id column to display the Manage User screen.
- Tick the Locked Out checkbox in the Details section, then click the Update button to store it and return to the previous screen.
Follow these steps to delete a user:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen.
- Tick the checkbox in the Selected column for the user(s) to delete, then click the Delete Checked button at the bottom of the screen.
Follow these steps to maintain user managed sub affiliates:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen.
- Click the Manage link in the Manager Of Sub Affiliates column for the associated user to display the List User Managed Affiliates screen.
- Each row shows the name of a sub affiliate and has a checkbox in the Selected column, which if ticked, indicates that the sub affiliate is managed by the selected user. Tick or untick relevant checkboxes, then click the Update button at the bottom of the screen to store your changes.
Follow these steps to maintain user groups a user belongs to:
- Select Access Control > User Management > Manage Users from the system options to display the List Users screen.
- Click the Manage link in the Member of Group(s) column for the associated user to display the List User Groups screen.
- Each row shows the name and description of a user group and has a checkbox in the Selected column, which if ticked, indicates that the selected user is a member of that group. Tick or untick relevant checkboxes, then click the Update button at the bottom of the screen to store your changes.
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v3.0.201710130000 - 03/02/2017 - 16:23