Getting Started - Managing Users

Security administrators manage the organizations users and access rights.  Those with the Security Administrator role decide who gets to use the portal, and what they get access to in the portal.

 

The checklist below is provided to help you get started managing your organization's users as a Security Administrator.  (Also view the checklist for managing your organization.)
 

Tasks are listed in the order in which they are typically performed.  (This is not a comprehensive list of everything you can do... just a list to help get you started with in your new role.)
 

pdf.gif Print the Quick Reference Guide

SECURITY ADMINISTRATOR - MANAGING USERS