Users

INTRODUCTION

AccountsPortal allows you to give one or more other users access to your Organisation's information. The number of users that you can add to your organisation is unlimited, and there is no additional cost.

 

USER ROLES

Primary User

  • The Primary user role is automatically accorded to the user that creates a new Organisation Profile.
  • There can only ever be one Primary user per Organisation.
  • Primary users can create additional (unlimited) users at any time for no additional charge. These users will automatically be accorded an Authorised User role.
  • Authorised Users will automatically receive an email address with their login details.

 

Authorised User

  • Each Organisation can have unlimited Authorised users.
  • Authorised users can only edit their own details
  • With the exception of the above, Authorised Users currently have full access to all information on each Organisation

 

Other users

  • We are in the process of adding additional user roles to provide far more granularity to the privilege system in AccountsPortal.

Users Details

View Users

To display a list of all users that have have access to the active Organisation, click the Settings tab, and then click the Users tab.

Add or Edit a User

Note that you must have the 'Primary User' role to perform the actions listed below. Users with the 'Authorised User' role will not be able to perform any of these actions.

To add a new User, or edit an existing User, navigate to the Settings tab, and then click on Users.

To add a new User, click the “Add new User” button, and proceed to enter the following information:

  • First Name.
  • Last Name.
  • Email address: This must be a valid email address, otherwise the user will not be able to access AccountsPortal. 
  • Disable this user: If you wish to prevent this user from accessing the Organisation's information, then select this option. Note that only the Primary User can specify this option for other users.

 

Note that the only change that a Primary User can make to an Authorised User's profile is to change their enabled/disabled status. Once a user's status has been disabled, then they will no longer be able to access any information for that organisation.