administration:administration_admin_portal

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administration:administration_admin_portal [2025/08/07 12:39] – robadministration:administration_admin_portal [2025/08/20 13:49] (current) – rob
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-<WRAP center round todo 100%> +
-Coming Soon! +
-</WRAP>+
  
 ===== Administrator Guide: User and Account Setup ===== ===== Administrator Guide: User and Account Setup =====
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 Upon logging in as an administrator, the following menu options will be available: Upon logging in as an administrator, the following menu options will be available:
  
-1. [[administration:User Setup|**User Setup**]]+1. **User Setup**
    - Create, edit, or delete user accounts.    - Create, edit, or delete user accounts.
  
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 ===== User Setup ===== ===== User Setup =====
  
-**Creating a New User:**+**[[administration:User Setup|Creating a New User:]]**
   * Navigate to the "User Management" section.   * Navigate to the "User Management" section.
   * Click on "Create New User."   * Click on "Create New User."
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   * Save the changes.   * Save the changes.
  
-**Editing an Existing User:**+**[[administration:Editing an Existing User|Editing an Existing User:]]**
   * Go to "Users."   * Go to "Users."
   * Select the user to edit.   * Select the user to edit.
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   * Save the changes.   * Save the changes.
  
-**Deleting a User:**+**[[administration:Deleting a User|Deleting a User:]]**
   * Go to "Users"   * Go to "Users"
   * Select the user to delete.   * Select the user to delete.
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 ===== Account Setup ===== ===== Account Setup =====
  
-**Creating a New Account:**+**[[administration:Creating a New Account|Creating a New Account]]:**
   * Visit the "Account Setup" section.   * Visit the "Account Setup" section.
   * Click on the link to create a new account.   * Click on the link to create a new account.
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   * Save the changes.   * Save the changes.
  
-**Editing an Existing Account:**+**[[administration:Editing an Existing Account|Editing an Existing Account]]:**
   * Go to "Account Setup."   * Go to "Account Setup."
   * Choose the account to edit.   * Choose the account to edit.
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   *  Save the changes.   *  Save the changes.
  
-**Enabling Risk Management:**+**[[administration:Enabling Risk Management|Enabling Risk Management]]:**
   * In "Account Setup," select the account.   * In "Account Setup," select the account.
   * Enable the "Risk Management" option.   * Enable the "Risk Management" option.
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 ===== Risk Management Configuration ===== ===== Risk Management Configuration =====
  
-**Setting Risk Parameters:**+**[[administration:Setting Risk Parameters|Setting Risk Parameters]]:**
   * Access "Risk Management" from the menu.   * Access "Risk Management" from the menu.
   * Choose the account for which to configure parameters.   * Choose the account for which to configure parameters.
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 ===== Available Reports ===== ===== Available Reports =====
 +For [[administration:User Reports|User Reports]]
 +
 +Clicking on user in the Users page displays different available reports for that user. Some reports are available to do in the admin portal, and others are downloaded when clicked.
 + 
 +<WRAP center round info 100%>
 +Download extensions include .csv and .xml files
 +</WRAP>
 +
 +Billing details can be found under the user page.
 +
 +For [[administration:account reports|Account Reports]]
 +
 +
 +Clicking on account in the Accounts page displays different available reports for that account only.
 +
 +<WRAP center round info 100%>
 +On the account page, exchange login reports can be found as well.
 +</WRAP>
  
-  * User  
-  * Account 
  
 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.
  • administration/administration_admin_portal.1754570350.txt.gz
  • Last modified: 2025/08/07 12:39
  • by rob