Editing the Account and Attaching a User
A user with the Platform User Administrator role has permissions to add, update, and delete users from their currently active Account. They can attach a user between Accounts they belong to.
-
Select the
Account to attach a User to as shown below:
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After the Account is selected as active, click
Administration >
Users >
New User >
Attach User as shown below:
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Once
Attach User is selected, the Platform User
Administrator can then navigate through the list of Users and choose the User
they want to add to the Account.
Editing the Account and Attaching a User
A user with the Platform User Administrator role needs to perform the following steps to edit the Account and attach a User.
-
Navigate to the
Edit User screen and click the
Attach Account option as shown:
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A pop-up menu then appears with a list of Accounts the
Administrator is part of; the Platform User Administrator can choose any
appropriate Account for the User who is being edited.
- Click the Attach Account option on the pop-up menu.
- Click Save Details and the browser will attach the Account to the User.
The security restrictions are:
- A Platform User Administrator can only attach Users to the current Account if they are attached to other Accounts that the Platform User Administrator has access to.
- A Platform User Administrator can only attach Accounts to the User (via the Edit User page) that they have access to.
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