Account Manager Help
The account manager lets you manage accounts. Check the details below for a summary of features and functions. Further specific help is available when you access each section feature.
Account Rights
Each system user may be granted certain system privileges to allow them to perform certain operations and to fulfil their duties.
Applications
Users can be assigned to one or more applications. Once an account is setup and approved, a user can access that application. Once the first application is assigned to a user, they can easily add or request access to more applications. A request may or may not require approval, depending on the application rules.
Note: make sure you choose the correct application before undertaking any account management action!
Application Roles
Each application may have one or more types of user acting in some capacity. Each role may require different approvals or no approval.
New User Accounts
Each account is usually assigned to a specific organisation, and consists of their usual registered name, an account code and a programme name. For example:
When registering an account, we will need to know the organisation where the account will be used. You can choose from a list or enter a new organisation.
Each user must have a valid email account and be able to respond to any registration emails that are sent by the system.
Passwords
A password is set by the user only and should not be given to or shared with any other person for any reason.
A system password must be a strong one. No-one else knows, or can discover, this password.
An account cannot be used until the user has setup their own password.
You must take care of this password!
Approving New Accounts
Most applications require someone to approve access to that application. Usually, this is a senior person whose duty is to check the applicant's credentials and make sure that the applicant is appropriate and suitably guided in the use of the application and expected to abide by the security and information governance rules that apply.
Approval is granted by the Approver logging in to the account manager and selecting registration requests. They can then simply approve or deny each request. The applicant will be informed by email and once approved, can complete registration by setting up their password.
Approval may be given by system administrators after obtaining sufficient information to proceed.
Checking Team Members
You can check who is in your team from the 'Registered users' screen. Your team consists of all the accounts registered at your organisation.
If a member of your team has left, moved or no longer wishes to use an application, please either suspend the user or contact support to have their accounts suspended.
Suspending Users
If a team member leaves your unit or no longer wishes to use an application, their account can be suspended. An authorised team member can choose from their team list and have the account suspended or ask a senior team colleague to arrange this suspension. If an account is suspended for all their applications, after a grace period, this account will be deleted. Suspended accounts may be reinstated upon request. Deleted accounts will have to be recreated and re-approved if required.
Changing User Details
Once registered, some details may need to be changed. To make any modifications to an account, contact support.
If you need further help with the account manager, contact support.
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