Managing Account Users

Our portal enables your office to self-manager it's users. To get started:

1. Log into your Account
2. Click the down button next to your name on the right and select Manage Users. For security purposes, you may be asked to receive a Two Factor code to verify your session.

Add New User

To add a new user, click the Add New User button on the right. You'll be asked to fill out the new user's Profile, Notification Preferences, Department Access, and Permissions.

User Profile

This is the basic information about your user including their name, job title, role, e-mail address, and office phone number. A mobile phone can also be added to enable Two Factor Authentication over SMS. For security reasons, you will not be able to set or modify their password. An e-mail will be sent to them at the end containing time sensitive link to set their new account's password.

Notifications

To prevent too many e-mails, select the notifications that the user would like to receive. These notification options vary by account type and examples are detailed below each. Don't worry, this can always be changed later.

Departments

For local government offices, you'll be prompted to select the Departments that user should have access to. This allows you to restrict the user to specific reporting within your office's setup. Departments can be setup during onboarding or modified by customer service. 

Permissions

Further restrict the user to specific job duties and access. For example, you can define whether the user has the ability to setup more user accounts, view payment activity, or upload new data. It is always a good idea to follow the principle of least privilege - limit the access users have to data, resources, and applications specific to their job duties.

Modify an Existing User

To modify an existing user, locate them in your list of users. If your list is long, you can utilize the filters on the left side of the screen. Once located, click the Edit icon to the far right of the row. Similar to the Add New User screen, you'll be presented the same options of editing a user's Profile, Notification Preferences, Department Access, and Permissions. 

Note: You'll only be able to edit your own user account's password. If another user forgot their password or needs to reset it, they can do so themselves from the login page OR you can send them a Password reset link by clicking the 3 dots to the right of their name in the Users list and selecting Send Password Reset Email.

Sharing a User Across Multiple Accounts

It is common for a user to need access to multiple accounts. Perhaps the user is employed by multiple offices or a single office is split into multiple accounts on our system. Whatever the reason, it is simple to do.

1. Have a user from the 2nd or 1st account log in to their account.
2. Click the down button next to the name on the right and select Manage Users. For security purposes, you may be asked to receive a Two Factor code to verify your session.
3. Users are defined by their e-mail address. In order to share a user account, that e-mail address will need to be added as a new user by simply clicking Add New User and filling in the details. On saving, if the user's email is detected on other accounts, you'll be prompted to confirm that you want to share the user account. 
4. A request will be made to the user's current account to confirm the action. On confirmation, the user will be granted access to both accounts and be presented with a new toolbar at the top of their page enabling them to switch between accounts. In addition, a new tab will be available in their Edit Profile labeled Accounts that will allow the ability to set a default account on login or the ability to remove themselves from the other account. 

Customizing User Options

When editing your user account, you'll have the ability to customer certain experiences and save them for next time. 

Removing a User's Account

It is always good practice to audit your user list at regular intervals to ensure that user's who have left your organization have their user account removed to prevent unauthorized access to your organization. You can do this by locating their user account in the list and selecting the Delete User option in the dropdown that appears to the far right of their row.