Working with Users

One of the popular functions of a broker administrator is to manage users. A Broker Admin user can add, edit, replace and inactivate a user. A Broker Admin user can also copy user permissions from one user to a new user.

All super Broker Admins can be identified by an icon that appears next to their email id.

Add a User

  1. Log on as a Broker Admin user.
  2. On the top navigation bar, click Users.
  3. Click Tasks, and then click Add User.
  4. Complete the User Information and Regional Information sections.
  5. In the Roles section, use the Add Role list to select a role.
    A list of role specific information, permissions and access area appears.
  6. Make appropriate selections for each and click Save.

Edit a User

  1. Log on as a Broker Admin user.
  2. On the top navigation bar, click Users.
  3. Locate the user you want to Edit.
  4. In the Action list select Edit User.
  5. On the Edit User page, make the required changes and click Save.

Add Roles to an Existing User

  1. Log on as a Broker Admin user.
  2. On the top navigation bar, click Users.
  3. Locate the user you want to Edit.
  4. In the Action list, click Edit User.
  5. In the Roles section, use the Add Role list to select the role you want to add.
  6. In the permissions list, make the appropriate selections for Permissions and Access Area
  7. Click Save.

Edit User Permissions

  1. Log on as a Broker Admin user.
  2. On the top navigation bar, click Users.
  3. Locate the user you want to Edit.
  4. In the Action list, click Edit User.
  5. In the Roles section, expand the role to edit the associated permissions.
  6. Click Save.

For information on how to reset user passwords, click here.

Inactivate a User

  1. Log on as a Broker Admin.

  2. On the top navigation bar, click Users. A list of all users appears.
    Locate the user you want to inactivate.

  3. From the Action drop-down list select Edit User.
    The Edit User page appears.
  4. In the Username field enter xxx in front of the username.

  5. In the Roles section, using the Status drop-down list, change each role to Inactive. Or you can also select the Inactivate All link.

  6. Click Save.

Copy User Roles to a New User

Copying a user role allows you copy role permissions from one user to another.

  1. Log on as a Broker Admin user.
  2. In the top navigation bar click Users.
    Locate the user you want to copy roles from.
  3. In the Action list, click Copy User.
  4. Complete the User Information section.
    Notice that the Regional Information and Roles fields are already populated.
  5. Click Save.

Replace a User without Global Change

  1. Log on as a Broker Admin.

  2. On the top navigation bar, click Users. A list of all users appears.
    Locate the user you want to replace.

  3. From the Action drop-down list select Replace User. The Replace User on Account Teams page appears.

  4. Using the Replace With drop-down list select the user to replace with.

  5. Use the Replace Team Member Type drop-down to select a specific Team Member Type to limit the accounts where the original user is replaced, otherwise select All.

  6. From the Select List View filters, select the appropriate Region, Office/Division, Account Classification, Account Type and Account Status to populate the Available Accounts list.

  7. In the Select Accounts section a list of all Available Accounts associated with the old user appears. Select all or the required accounts to be moved to the new user.

  8. Click Next.

  9. In the Account Teams Change Confirmation page, review the changes you've made.
  10. Click Save.

If you do not want to receive an email confirmation of the changes, remove check mark from the Receive email confirmation of the Account Team changes checkbox.