Global Management of Provider Users

Global Management of Provider Users

In this section of the Safe4 Guides, the term Global Management refers to the ability of a System Administrator to manage all of the users within the provider accounts that they are controlling, and for which the permission to manage users in this way has been explicitly granted. Managing users with this facility will allow existing Safe4 users to be added to provider accounts and vaults to which they do not currently have access, without the need to go through the invitation process.

Once the System Administration permission has been granted, an additional menu item will be shown at the top of the screen:

Clicking this will display the following screen:

This indicates that the Safe4 Administration User has the ability to manage 5 user accounts across the 3 providers shown in the previous screenshot, including their own user account. Selecting one of the users will offer additional options:

In this instance, the user Safe4 Provider User has access to a single provider account, Alpha and Omega Partners LLP. After selecting the green Manage User button above the box on the right of the screen, an additional dialog box will appear:

Adding Providers to a User Account

This shows that as well as the provider that has already been selected for this user, there are 2 others available: Alpha and Omega Compliance and Alpha and Omega Conveyancing. If one of these is selected, it can be added to the providers that the user can access by clicking the Add > button:

It is possible to select multiple providers by using the Ctrl key in conjunction with the left-mouse button.

After adding this provider by clicking Add > and then OK, the dialog box will be updated:

The additional provider will become available to the user immediately the OK button is clicked. If they are already logged in, the screen will need to be refreshed before the additional provider is visible.

Removing Providers from a User Account

Should it be necessary to remove providers from a user account, for example if an employee leaves the organisation or their role changes, the reverse process can be followed. The provider account(s) to be removed can be picked from the Selected Providers box and the < Remove button clicked.  Multiple providers can be removed in a single action by using the Ctrl key in conjunction with the left-mouse button.