User accounts need to be set up for those who will be managing work within Comissio. The system will create by default an Admin User based on the information set up when the account is created for the Tenant. Then that Admin can create additional users and assign roles to govern their access.
Users are different than Agents. Users will be able to access whatever pages the permissions for their role allows. Agents will only be able to access their own Statements, account balances, downline activity, select reports, and limited data related to their basic information and Bank Account information.
User Setup list page
Select Add New User to add an account for another person to log into Comissio.
Add User detail page
When entering the email, it will default to populate the Username, however the Username can be changed so that it is different than the email address. Username must be unique for every user/agent; however, email address do not have to be unique. The same email address could be assigned to multiple users/agents.
Close up view of email address in User record with username changed from the email default.
When creating a User, a role must be selected. The Role will govern which specific pages any user who has the role will be able to access. After saving, the new User will appear in the User list page, and they will receive an email to log into the system.
User Setup list page showing features of the page and User that was added.
From the User Setup list page, there are options to:
- Add New User
- View/Edit user Details
- Manage Roles (link to Role list page)
- Search Display Only Active Users
Note: Option for Advanced Search is only a placeholder at this time until it can be developed later.