User management

This feature allows you to create, modify and delete internal or external users. To do this, you must have the superuser role.

Note: You can create two types of users: internal and external.

Internal users have direct access to the platform. External users, on the other hand, receive links enabling them to submit tasks without logging on to the platform.

Add a user

STEP 1

• Internal user

To create a new internal user, go to the Administration→users, then on the User list section, click on the New user button.

Figure 1: Users page in the Administration menu

STEP 2

Fill in the mandatory fields: First Name, Email, Language, and your preferred method of two-factor authentication for receiving the verification code.
If you select SMS authentication, you must also provide a valid phone number.

Figure 2: Internal user creation page with required fields.

STEP 3

If your license includes the Personal Trades module, use the toggle button to include the user in the personal transaction review process. Then, select the user role and proceed with configuring the remaining options.

Figure 3: User creation page with role selection.

STEP 4

Select the user's group. If your license includes the Division feature, select the appropriate division for the user. Click Create User to finalize the process. The user will then be added to the list of internal users.

Figures 4,5: Internal users page with newly created internal user.

• External user

STEP 1

To create an external user, go to the Administration menu Users→External users list. Click on the New external user button.

Figure 6: External user section in the Users menu.

STEP 2

Fill in the required fields: First Name, Last Name, Language, and Email of the external user.
You can choose to enable or disable the display of links in the email received by external users. Additionally, you may enable two-factor authentication and provide a phone number for the external user.
An authentication code will be sent to the external user’s email address, which must be valid before they can access the form.
Click Create External User to complete the process.

 Figures 7, 8: External users page with newly created external user.

User management options

Once an internal user has been created, the following actions can be performed:

• Edit user: change name, first names, roles, and groups.
• Reset password: reset the user's password.
• Deactivate: Deactivate the user from the platform.

Edit a user

STEP 1

You can modify the profile of an internal or external user, except for the email address.
Click the Options button to edit user information such as role, group, first name, and last name.

Figure 9: Internal users page, edit a user button.

Figure 10: Internal users page, save changes button.

Reset password

Note: External users do not have access to the platform. Therefore, the password reset feature only applies to internal users.

STEP 1

To reset a user's password, click on the options button at the end of the line, then select Reset password. An e-mail is sent to the user to set a new password.

Figure 11: Internal users page, reset password.

Deactivate a user

Note: User deactivation applies to both internal and external users.

To deactivate a user, click on the options button at the end of the line, then select Deactivate. A cross appears in front of the user's profile, indicating that the profile is no longer active.

STEP 1

Figures 12,13: User page with a deactivated user.

NOTES

Please note that this document is only a brief guide. The AlphaCCO support team will be happy to assist you if you require further guidance. Please do not hesitate to contact us at [e-mail]