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Managing a Firm's Users

Users represent individual users and their login. A user can be assigned to both an Office and a Team. There is no limit to how many offices or teams a user can be added to. 


To show a list of your users, navigate to the Admin Centre by clicking on the dropdown menu in the top right of the screen and then click on Users. Here you can add, edit or inactivate your users.  


 

Note: There must be, at all times, at least one user with the security role of Owner. By default this is the user who received the original firm registration email. 



Adding a New User


To add a new user click + New User and complete the details below:



Security Roles

There are three different security roles a user can be given, as outlined below:


1. User

A user security role is a basic/standard user and does not have access to the Admin Centre.


2. Admin

An admin security role has access to the Admin Centre. They can do the following things:

  • Add/edit/delete Offices
  • Add/edit/delete Teams
  • Add/edit/inactivate Users
  • Edit default Firm Matching Rules
  • Add/edit/delete firm Report Masters
  • Add/edit/delete firm Report Templates
  • Add/edit/delete firm Report Notes


3. Owner

An owner is essentially the same as the admin user but they are the user who received the original firm registration email. 


Offices

A user must be assigned to at least one office. To add a user to an office select + Add to Office. From here you can select the office and security roles that the user has within the office. In addition, a user can also be a standard user or allocated as a partner and/or manager. These fields are used in reporting and allocation of clients.



Teams

A user is not required to be added to a team, however it is the recommended approach that they are added to a team where possible. 


To add a user to a team select + Add to team. From here you can select the team and security roles that the user has within the team. In addition, a user can also be a standard user or allocated as a manager. These fields are used in reporting and allocation of clients.



The final step is to click Save and Close. The user will receive an invitation email where they will be directed to a user registration page to set their password and details. 



Editing a User


To edit an existing user simply click on the relevant user and you will be taken to the details screen where you can edit their details. After making the required changes click the Save and Close button. 



Inactivating a User


Once a user has accepted their invitation they cannot be deleted, they can only be inactivated. If a user has not accepted their invitation yet selecting Inactive will remove the user from the system.


To inactivate a user, edit the user and select the Inactive checkbox.




Next article: Managing Firm Default Matching Rules

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