administration:administration_admin_portal

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
administration:administration_admin_portal [2025/08/08 19:17] – [Available Reports] grantadministration:administration_admin_portal [2025/08/14 13:17] (current) – rob
Line 28: Line 28:
 ===== User Setup ===== ===== User Setup =====
  
-[[administration: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."
Line 34: Line 34:
   * Save the changes.   * Save the changes.
  
-[[administration:Editing an Existing User|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.
Line 41: Line 41:
   * Save the changes.   * Save the changes.
  
-[[administration:Deleting a User|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.
Line 49: Line 49:
 ===== 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.
Line 55: Line 55:
   * 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.
Line 61: Line 61:
   *  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.
Line 69: Line 69:
 ===== 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.
Line 76: Line 76:
  
 ===== Available Reports ===== ===== Available Reports =====
-For **Users-**+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. 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%> <WRAP center round info 100%>
-Download extensions include .csv files+Download extensions include .csv and .xml files
 </WRAP> </WRAP>
  
-For **Accounts-**+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. 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>
  
  
  • administration/administration_admin_portal.1754680662.txt.gz
  • Last modified: 2025/08/08 19:17
  • by grant