Compliance

How to Manage User Profiles

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User Profiles

1. Add Users

Add Users

From the Navigation icon, select Administration and User Profiles

2. Creating Users

Creating Users

Select 'Add User' to set up. Ensure that the names you need are already in the Directory.

3. Internal External or Group

Internal External or Group

Use the drop down to select either internal, External or a group name from the directory search

4. Adding a single user

Adding a single user

If you are adding a single user with specific roles and allowances, enter their first or last name to the search field and double click to add it to the box to the right. Save first before proceeding with setting up organizations, allowances and functional roles

5. Import Users

Import Users

If several users need the same allowances and functional roles you can select 'Import User(s)' and add them in one go and all the same criteria will be added to each person.

6. Multiple Users import

Multiple Users import

Once all the names have been entered click on Execute Import and save before continuing. Select Edit to continue adding organizations, allowances and functional roles.

7. Creating Orgs, functional Roles and allowances

Creating Orgs, functional Roles and allowances

Edit the saved user profile and add an organization. Multiple organizations can be set up here with different allowances and functional roles for each as appropriate.

8. Selecting an Organization

Selecting an Organization

Choose an organization from the drop down box and hit the forward Chevron

9. Choose roles and allowances

Choose roles and allowances

Depending on this persons requirements for the selected Org, move allowances and functional roles into the right hand selection boxes. This will allow them necessary access and rights

10. Global Roles

Global Roles

If the selected person needs to have a higher global responsibility then click on Global roles and choose an admin role.  Super Administrator for example would allow them total rights in all orgs. Click on any of the individual Orgs to show what rights they have in them.

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