administration:administration_admin_portal

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administration:administration_admin_portal [2025/08/11 18:27] – [Account Setup] 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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 ===== 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."
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   * 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.
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   * 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.
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   *  Save the changes.   *  Save the changes.
  
-**[[administration:|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 **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.
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 Billing details can be found under the user page. Billing details can be found under the user page.
  
-For **Accounts-**+For [[administration:account reports|Account Reports]]
  
  
  • administration/administration_admin_portal.1754936862.txt.gz
  • Last modified: 2025/08/11 18:27
  • by rob