Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| administration:administration_admin_portal [2025/03/26 16:14] – [User Management] rob | administration:administration_admin_portal [2025/03/26 17:32] (current) – [Availible Reports] rob | ||
|---|---|---|---|
| Line 8: | Line 8: | ||
| This guide is intended for administrators and provides step-by-step instructions on setting up users and accounts, enabling risk management, and configuring risk parameters. All user and account administration is done through the website. The first administrator login credentials will be provided by CTS, then you can create and edit your own based on roles. | This guide is intended for administrators and provides step-by-step instructions on setting up users and accounts, enabling risk management, and configuring risk parameters. All user and account administration is done through the website. The first administrator login credentials will be provided by CTS, then you can create and edit your own based on roles. | ||
| - | ===== Menu Overview ===== | + | ===== Overview ===== |
| Upon logging in as an administrator, | Upon logging in as an administrator, | ||
| Line 27: | Line 27: | ||
| - Learn how to navigate through the website for seamless administration. | - Learn how to navigate through the website for seamless administration. | ||
| - | ===== User Management | + | ===== User Setup ===== |
| **Creating a New User:** | **Creating a New User:** | ||
| Line 36: | Line 36: | ||
| **Editing an Existing User:** | **Editing an Existing User:** | ||
| - | * Go to "User Management." | + | * Go to "Users." |
| - | * Select the user to edit. | + | * Select the user to edit. |
| + | * Select setup user | ||
| * Modify the necessary details. | * Modify the necessary details. | ||
| * Save the changes. | * Save the changes. | ||
| **Deleting a User:** | **Deleting a User:** | ||
| - | * Access | + | * Go to "Users" |
| - | * Locate | + | * Select |
| - | * Choose | + | * Click " |
| * Confirm the deletion. | * Confirm the deletion. | ||
| Line 75: | Line 76: | ||
| * Save the risk configuration. | * Save the risk configuration. | ||
| - | ===== Website Navigation | + | ===== Available Reports |
| - | **Navigating Through the Website: | + | |
| - | * Familiarize yourself with the menu options. | + | * Account |
| - | * Use the search function for quick access. | + | |
| - | * Refer to the user-friendly interface for efficient navigation. | + | |
| By following these steps, administrators can effectively manage users, set up accounts, and configure risk management parameters via the website. | By following these steps, administrators can effectively manage users, set up accounts, and configure risk management parameters via the website. | ||