Partner Dashboard - User Access Management

You can manage user access at the partner, brand, or business level within the partner dashboard, provided you have partner-level access. Additionally, the user access page allows you to see which users have 2FA set up.

The information below will show you how to add and revoke users at a partner, brand, and business level.

Add/revoke user access at a partner level

To add or remove users at a partner level, you must have partner-level access. To add, click the 'Add' button. To revoke access, click the 'Actions' dropdown, then click 'Revoke'.

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Any user added as a partner will also be given access to the Bureau dashboard.

NB: If you are a user with brand level access you will not be able to add/revoke user access at a partner level.

Add/revoke user access at a brand level

If you want to remove a user's access to a brand, you need to log into the brand settings. You can do this from the partner dashboard by clicking the brand management tag.

NB: Only users with partner-level access can add and revoke users from a brand. However, users with brand-level access can add another brand-level user. 

Both brand managers and partner access users can add a user by selecting the 'Add' button (they will be given brand access) and revoke a brand user from this page by selecting the 'Actions' button, then clicking 'Revoke'. You cannot revoke access for a user with partner access.

Screenshot of the Admin Access page in Brand Management.png

You can also send them another activation email, which will allow them to reset their login password. Click the 'Actions' dropdown, then click 'Resend Activation Email'.

If you are a brand-level user, on the right-hand side, you will only see an 'Add' option:

If you are removing a user's brand access, they will no longer be able to access any business under that brand, unless they have been given access to an individual business. This is done by going into a business and clicking on the Payroll settings > Manage users page. 

Add/revoke user access at a business level

From the partner dashboard home page, type in the name of the relevant business. You'll then need to click on the name, and navigate to the 'user access' link:

 

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The list of users shown are those users that have access to the individual business, and have been added to the 'Manage Users' page.

In order to remove the user's access to the business, click on the 'Revoke' button shown against their name:

 

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Once you remove their access that business will no longer show on their dashboard and they will not receive any notifications relating to it. 

If you want to add a user to a business, add the user directly into the Payroll settings > Manage users page from there. 

You can also see a quick view of user security by going to the Payroll settings > Security dashboard page.

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