User Administration: Add Disable/Enable Delete.

Slides:



Advertisements
Similar presentations
Why Learn Angelsoft? Gets investors on the same page Saves traffic & lost information Channels deal leadership productively Enables active portfolio.
Advertisements

Transforming Research into Results Creating My Account in OvidSP.
Doodle Polling Presentation for HL7 Technical and Support Services Steering Division, , Lynn Laakso (Lynn_at_HL7.org)
Child Health Reporting System (CHRS) How to Submit VHSS Data
HOW TO ADD A USER ACCOUNT ON A MAC BOOK AIR. Step 1-Logging In Log in, the Preset username and password is the first initial of your first name and then.
Wisconsin Department of Public Instruction
Give yourself access to other units in v7. Under administration select user management.
Create trial invitations Create purchase offers Create delegated admin requests Search for customers (by domain) Perform delegated admin tasks All previous.
Essential Administration Tasks. 1.Creating individual users:  Pupil accounts Pupil accounts  Staff accounts Staff accounts 2.Managing FoldersManaging.
USER MANAGEMENT V.3 BY ALFREDO C. MEDRANO Planning Officer III.
Virtual EMS Step by Step Instructions to Submit Online Room Reservation Requests Events Management Office Rick McCluskey
Share easilyShare responsibly Share with anyone.
Core Publisher: Station Administrator Tools. Training 1: Site Administration Training 2: Programs Training 3: Content Tagging Training 4: Creating Posts.
Vezma - Admin Adding a new user. The process overview 1.Admin adds a new user  an invitation is send 2.The user receives an Admin invitation.
PPS/OPTRS Departmental Roles Structure System Presented by Payroll Services.
-II Outlook How To Topics CS-3505 Outlook 2000 Wb_ -II.ppt.
Quick Start Guide: Administrator Basics Learn about: 1.Adding users to the LOAMS system 2.How to modify or delete existing users 3.How to reset passwords.
IS 221: DATABASE ADMINISTRATION Lecture 6:Create Users & Manage Users. Information Systems Department 1.
Module 3: Administrator Set-Up Intuit Financial Services University Internet Banking Certification Training.
Online Training Instructions Medicaid Time Study.
Core Publisher: Station Administrator Tools. Training 1: Site Administration Training 2: Programs Training 3: Content Tagging Training 4: Creating Posts.
USER ACCOUNT MANAGEMENT SYSTEM (UAMS) HOUSEKEEPING
SANSUEB SOFTWARE PRESENTS SkyTextMsg – Online Texting for your Business.
Staff Development November 10, 2009 Kristen Thomas-Lorenzo.
A user guide to accessing, reviewing and contributing to the Online Registry System.
Leading firms through the next generation of change™
Here is the log in for your control panel. Enter your user name, password and click Login.
Information Management System “Institutions Module" Information Management System “Institutions Module" The System management module is an integrated part.
USER ACCOUNT MANAGEMENT V.3 BY ALFREDO C. MEDRANO Planning Officer III Schools Division of Ilocos Norte USING SCHOOL/SCHOOL SYSTEM ADMIN ACCOUNT.
Information Management System “Project Module" Information Management System “Project Module" The Project module is an integrated part of System. The back.
How to Add Friends in Counter Strike Want to make friends in Counter Strike? This article will walk you through the process.
USER MANAGEMENT Ver 2 Assigning/Removing School Head and Reset Password By ALFREDO C. MEDRANO Planning Officer II.
IShop Module – Customer Portal iShop Training Module Customer Portal.
Windows XP Professional Not Finish Yet
Digital Partner of Record Overview
 Zoho is an American based company.  It’s headquater is in California  Zoho is a kind information and business management cooperation.
iShop Training Module Access & Security
Partner Program Platform Training Partner Self Service
Auto User Creation.
How to Federate with Lync Online
Basic User Site Access Training & Producing Reports
Digital Partner of Record Overview
Using Your Assess System
Admin: Searching for a reservation Viewing the Trip Folder.
Presenter: Karoline Lapko
Google 2 Step Verification Backup Codes Google 2 Steps Verification Backup Codes is very important to get access Gmail account. Backup codes is usually.
Digital Partner of Record Overview
Admin: Cancel a reservation.
User Guide Portman Concur
Navigation and Effective Dating
PPS/OPTRS Departmental Roles Structure System
If you are not logged in, visit your Moodle Cloud LMS and login
Admin Manual (version 1.0).
Qualtrics Survey Kenyon
Technology Support Center Office 365 Outlook
Producer Toolbox PTB Access for Users -Primary and Delegate
Admin: Exporting Reservation Report.
Admin: Searching for a reservation Viewing the Trip Folder.
LMS: Employee Sign In Quick Reference Guide
Admin: Client Database Registering a new customer.
Room Booking System User Manual.
Single Sign On Brown Bag Session 2
Selecting Your Year 9 Options
This is the Sign In page for the Dashboard
Smart Personal Console (SPC)
DIGITAL LIBRARY ACCOUNT CREATING OR RESETTING
Exchange of Information
RESERVE A ROOM Via MICROSOFT OUTLOOK ADD/EDIT SERVICES Via WEB
Tips to Fix Outlook Error 0x800ccc0b While Sending of | OUTLOOK SUPPORT HELPLINE NUMBER
Presentation transcript:

User Administration: Add Disable/Enable Delete

Log in to pinSIGHT and click on Go To BACK OFFICE

In the Admin section click on Intranet and then Search Agents

There are 2 options for setting up users: Send Invite and Create New User

Send Invite: This option sends an email invite to the user providing a user name and a link to set their password. This option doesn’t actually create the user in the system until the user sets their password

Create User: This option creates a user in the system and sends the user an email letting them know their user name and password for logging in to pinSIGHT

Selecting a Role: There are 3 roles available for users Admin Agent AgentIC

Role: Admin Admin’s can send invites and create new users Admin’s can disable and delete users Admin’s are able to view reports for all reservations made under the agency Admin;s are able to access bookings made by any agency user Anyone you want to be able to be able to administer your account should be created as an Admin

Role: Agent Agent’s are able to view reports for all reservations made under the agency Agent’s are able to access bookings made by any agency user If you need your agents to be able to view/cancel each others bookings, create your users as AGENT

Role: AgentIC AgentIC’s are able to view reports for their reservations only AgentIC’s are only able to access their own bookings If you only want the agent to see and administer their own bookings, create your users as AGENTIC

Disabling or Deleting Users Admins have the ability to Disable or Delete users from the User List

Disabling/Enabling Users Disabling the user will retain the user info and any bookings made by the user Users who made bookings should only be DISABLED and should never be deleted You can enable any disabled user if their status changes in the future Click the Status Icon to Enable or Disable the user Click Yes or No to complete

Deleting Users Deleting the user will permanently erase the user and their bookings from the system Users who made bookings should only be DISABLED and should never be deleted Use the delete function to clean up errors in user creation Click the garbage can icon to delete the user Click Yes or No to complete