Portal Admin
User management is an essential security feature. It allows you to add and manage access to your
company’s sensitive information. As an administrative user, you can set up a user account then
link it to a specific user group, which
gives this group predefined rights on the platform. All user group rights are assigned by simply
clicking a checkbox!
Once you have set up your user groups correctly, they can now edit and delete records in
the Transaction Manager. Watch the video below for an in-depth tutorial on how to set it up.
Adding and Managing User Groups
User groups allow two or more users to share access to a predefined set of features and functions within the Client Portal.
Adding and Managing Users
Manage users function provide the ability for administrators to manage users and user access to the client portal.
Activity Log
This is where you can monitor and track all activities performed within the system.