Users

Modified on Tue, 06 Jan 2015 11:11 by Administrator — Categorized as: WebDocs

Within Users, a System Administrator can view and modify information about their company's users, who may be the signatories for more than one chamber. By clicking on the edit pencil icon, a system administrator can:

- Lock / Unlock a user from the system

- Mark them as an ex-employee

- Transfer the System Administrator privileges

- Clear Payments in Progress

- Edit a users details to reset their password

LOCK A USER FROM THE SYSTEM

Step 1. Click on the Lock hyperlink next to the user you wish to lock from the system. This will prevent them from being able to log into eCertify.

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Confirm that you wish to lock the user.The User will now be locked and will not be able to login.

UNLOCK A USER FROM THE SYSTEM

Step 1.Click on the Unlock hyperlink next to the user you wish to unlock.

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Step 2. Select Ok to confirm you wish to unlock the user. The user has now been unlocked and is able to login to eCertify.

MARK A USER AS AN EX-EMPLOYEE

If a user has left the company you can mark them as an Ex Employee.This will also prevent them from logging into the system.

Step 1. Click on the Mark as Ex Employee hyperlink next to the relevant user.

Step 2.Click on OK to confirm you wish to make the user an ex employee.Click on OK to confirm you wish to make the user an ex employee.

Note:- You cannot mark an authorised officer as an ex-employee if they are still the Authorised Officer with a chamber(s). See Inviting a Signatory To Become the Authorised Officer With a Chamber You Are Already Registered With for assistance

MAKE ANOTHER USER THE SYSTEM ADMINISTRATOR

Click on the Make Sys Admin hyperlink next to the user you wish to become the new System Administrator.Select Ok to confirm you wish to set the system admin to the selected user.

Note:- Once you perform this operation you will no longer be able to perform system administrator tasks.

CLEAR PAYMENTS IN PROGRESS

If a user payment(s) in progress locked in their account, the system administrator may clear the payments in progress from their account, so that another user may make the payment.

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Step 1.Click on the Clear Payments in Progress hyperlink next to the relevant user.The users pending payments will be cleared and the submissions will be available again for payment by another user.


EDIT A USERS DETAILS

As the System Administrator you may edit the details of another user.

Step 1.Click on the Edit hyperlink for the relevant user.The user's My Details page will be displayed. Edit the details accordingly.