User management

managing users you can use the users screen of the admin tab to group a set of resources, such as customers, products, and accounts once a resource (i e product or customer) has been assigned to a you, it cannot be changed you can use this area to support and make changes for your customers we can set you up with 2 admin users so that you can create users on demand for your customers this gives you independence to manage your customers and allows you to make changes out of hours, at their request you can also create or onboard new users create a new user in the admin tab, click users to open the users search screen click + new user the create user screen displays in create user enter the user's email , the following fields then display first name , last name and phone number click status and select active the phone number field must be a cellphone number as this will be used for mfa to authenticate the user field description name user name enter the full user name to display in the browser window when the user logs into explorer email user email address this address is used to log into explorer and also serves as a recovery email for password resets status select a user status user status is inactive by default change it to active when creating a user user type this field displays partner when the user is created roles select the roles to add to the user, or click include all roles to add all available roles to the user note only the roles assigned to you will be visible some roles contain permissions which allow you to originate payments in explorer your explorer admins are responsible for making sure that your users are properly configured with only the appropriate user roles as well as authorized limits authorized limits for each field , select a dollar limit (if applicable) click status and select active click roles and select the user roles you want to assign the new user click save changes all users must be configured with the partner core ready only role if the user is assigned the partner wire origination role you must configure that user's origination limit if you're assigning the user the partner wire origination role, enter a value in the wire payments originate field to indicate the maximum dollar limit per wire otherwise, you can ignore this field when you finish configuring all fields click save changes if you have successfully created a new user, a confirmation screen displays to complete the addition and configuration of a user, a different admin must approve changes the approve pending changes screen displays click confirm view user information click a user name in the users screen the user details screen displays user details the main user information displays in the user details area field description user id user id generated by cos name user name status user status user type this field always displays as partner when the user is created email user’s email address identity provider id unique id automatically generated by cos third party authentication vendor roles list of roles assigned to the user authorized limits list of authorized limits assigned to the user per permission change user details you can edit most of the user details using the 3 dot ( more) menu in the user details area to change user details clickth 3 dot menu in the user details area and select toggle edit mode most of the fields become editable any changes made to the user configuration will need to be approved by another admin search for users search for your users go to admin > users search by id or click the filter icon and enter your search parameters filter description name user name type user type (internal/ partner) status user status (active, inactive or any) partner partner name you can click the magnifying glass to select one from the list identity provider id provided by the third party authentication vendor has changes yes, no, or any click search the search results display in the partners list each row in the list represents an individual partner column description name partner name status partner status type user type (partner/ internal) roles number of roles assigned to user partners number of partners accessible to user user tasks you can perform several tasks from the user tasks area search users when you click search users in the user tasks area, you return to the main users screen vi ew notes to view and add notes on a user click view notes the view notes dialog displays your saved notes field description date note creation date subject note subject audience note audience (internal /partner) created by cos user who created the note body note text you can click a note in the list to view the body of the note add a note click add note in the view notes dialog enter the information in create new note click submit the new note displays in the view notes dialog the notes are specifically for either an internal or external audience