TABLE OF CONTENTS


To manage user access on the platform, you can easily add or remove users via the  "User" tab. Access to the "User tab" is granted to users with the account types Compliance Admin/ Compliance Office Admin, Team Admin, or Office Admin.


To learn the different role types and their access please go to the user roles article.


Video demonstration - Adding and removing users




Detailed description - Add a user


Step 1 -

On the left under Admin click "Users" 


Step 2 -

Click on "+Add a new user" and enter their name, company email address*, and select their role**. 


Click 'Save user'. 

Notes:


What happens after you click 'Save user' depends on whether your platform uses SSO:

  • If your platform does not use SSO, a password activation link is sent to the user's registered email address.
  • If your platform uses SSO, the user will need to follow the steps in Logging in with SSO to access the platform.


User roles:

  • Note that each role has different capabilities and access on the platform. For more information about this, please click here.


     


Detailed description - Remove a user

Step 1 -

To deactivate an account, click on the pencil at the right-hand side of the user.  

Step 2 -

Click on the toggle button at the bottom to switch from "Active” to "Inactive". Click "Save user" to complete the process.