User Setup is used to manage User accounts for individuals who will perform work within Comissio. Users are different from Agents:
- Users access Comissio pages based on the permissions granted by their assigned Role.
- Agents access a separate Agent Dashboard and only see pages designed for Agent use.
When a Tenant account is created, Comissio automatically creates a default Admin User based on the information provided during setup. That Admin User can then create additional Users and assign Roles to control system access.
User Setup list page
Select Add New User to add an account for another person to log into Comissio.
Add User detail page
Step by Step
- From the upper right corner, navigate to User Setup.
- The User Setup list page is displayed.
- Select Add New User, or select View/Edit User Details for an existing User.
- Enter or update User information as needed.
- Assign a Role to the User.
- Select Save.
User Setup – List Page
The User Setup list page displays all Users for the Tenant and provides access to common management actions.
From this page, you can:
- Add New User
- View/Edit User Details
- Manage Roles (navigates to the User Roles list page)
- Search for Users
- Display Only Active Users
Note:
The Advanced Search option is currently a placeholder and is not functional at this time.
User Setup – User Detail Page
The User Detail page is used to create new Users or edit existing User information.
Key fields and behavior:
- Email Address
When entered, the Email Address defaults to populate the Username field. - Username
May be edited to be different from the Email Address.
Usernames must be unique across all Users and Agents. - Email Address Uniqueness
Email Addresses do not need to be unique. The same email address may be associated with multiple Users or Agents. - Role
A Role is required when creating a User.
The assigned Role controls which pages and features the User can access.
See User Roles for details on Role configuration. - Status
Controls whether the User account is Active. - Phone Numbers
Used for contact purposes and Multi‑Factor Authentication where applicable.
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.
Registration Email and Resend Registration
After saving a new User, the User appears on the User Setup list page and receives an email with instructions to log in to Comissio.
If a User needs the registration email to be sent again, select Resend Registration & Save.
Resend Registration & Save
Sends a new registration email and saves any changes made to the User record (such as updated email address or other details).
Edit User page with Resend Registration outlined:
Example of the body of an email sent to a User after Resend Registration & Save selected:
