Getting Started - Managing Users

 

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Important Notes:
 

  • Before proceeding with the help steps in this section for Security Administrators, be sure you have reviewed all of the help steps for All Users.

  • Some organizations do not allow users to request service packages.  When that is the case, you will not see the "view pending requests" option.

  • The screenshots in this support material may display links to more tasks then you see when you are logged in, depending on your role/privileges/organization configuration.
     

 

 

Security administrators manage the organizations users and access rights.  Those with the Security Administrator role decide who gets to use the portal, and what they get access to in the portal.

 

The checklist below is provided to help you get started managing your organization's users as a Security Administrator.  (Also view the checklist for managing your organization.)
 

Tasks are listed in the order in which they are typically performed.  (This is not a comprehensive list of everything you can do... just a list to help get you started with in your new role.)

SECURITY ADMINISTRATOR - MANAGING USERS