Managing Users

User Admin List

Only Admin users can manage users on the portal. To open the Users admin list select Users from the Admin menu. 

The page lists details of all the users for the clients that are managed by your office and also all RSM users in your office. You can filter the list by selecting a client or by typing in the search box at the top right. To view the full details or edit a user click on the user's email address in the list.

Editing a User

To edit a user click on the user's email address in the admin list. The details and settings that you can edit are shown below.  To save any changes click on the SAVE button at the bottom of the page. To return to the admin list, either click on the BACK button or click on the Users link in the title bar.

Details

Client - The client the user belongs to. If you are adding a new RSM user select RSM as the client.

User Type - The user type determines the privedges and access a user will have. Client users should either be set to Default or Client Admin. RSM users can be Admin, Payroll Admin or  HR Admin.

Email - The user's email address.

Username - The username the user will log in with. This must be unique. By default it will be set to their email address.

First Name - The user's first name.

Last Name - The user's last name.

Office - (RSM users only) - The office the RSM user belongs to. This determines the clients and users an admin user has access to manage.

InPay User - This is the user name for InPay SSO. Usually this will be the user's email address prefixed with "SSO".

InPay ID - The user's unique identifier in InPay. This will be an alphanumeric string in the format 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'. 

Mobile - The user's mobile number. This is used for client contact details and if SMS Authentication is being used.

Telephone - The user's telephone number. This is used for client contact details and if set is included in the default message signature.

Home Screen Option - This is the page the user will see when they first log into the portal.

Active - If this is ticked the user has access to log into the portal.

Use New Document Centre - If this is ticked the user will see the new version of the document centre. This is ticked by default for new users.

HR User - If this is ticked the user will have access to the HR Toolkit.

Profile Picture

Here you can upload a profile picture for the user. The profile picture is used if the user is a client contact. All users can manage their own profile picture in their Account Settings.

Drag and drop an image into the upload area or click on Select an image to upload to browse for an image file. When you upload an image it will be saved immediately. You can delete a profile picture by clicking on next to the image. 

Services

The services list is the list of services a user has permission to access. To give a user access to an additional service:

1. Select the service in the drop-down list.
2. Click on the add icon 
3. Click on the SAVE button.

To remove a user's access to a service click on the delete icon next to the service in the list.

Roles

The roles a user has determines the functionality a user can access. For example they may have particular dashboards or report packs.

To give a user an additional role:

1. Select the role in the drop-down list.
2. Click on the add icon 
3. Click on the SAVE button.

To remove a role click on the delete icon next to the role in the list.

Impersonate

The impersonate list is the list of clients that can be impersonated if a user has the appropriate 'User Impersonation' role.

To add a client to the list:

1. Select the client in the drop-down list.
2. Click on the add icon 
3. Click on the SAVE button.

To remove a client click on the delete icon next to the client in the list.

Adding a User

To add a new user click on the ADD A USER button at the top right of the Users admin list.

Enter the details for the user (see above) and then click on the SAVE button. Client, user type, email and username are all required.

After saving you will be able to edit all the other settings listed above.

Before a user can log in they must be set to Active.