PRISM creation and management of users
Once a customer is set up in PRISM, customers have the ability to create and manage users themselves. This means providing other staff with access to PRISM against their specific account.
Create PRISM access for additional users
To add a user, customers are to navigate to the ‘Customer Management’ tab in PRISM.
Under the Customer List, select your account (which is always listed at the top) and select “View” under actions.
You’ll see the Customer Details, select ‘Manage Users’
Enter the new user’s First Name, Last Name and Email Address. Then select ‘Create User’.
The new user will then be auto-sent an email from PRISM to create a password to finalize their set-up.
Resetting passwords
Customers can reset passwords for their own staff. To deactivate a user, navigate to the ‘Customer Management’ tab in PRISM.
To reset a password, a customer navigates to the Customer List, select your account (which is always listed at the top) and select ‘View’ under actions.
Select 'Manage Users'
Under the ‘Active Users’ section, locate the specific user and select ‘More’
Enter a new password, then select ‘Reset Password’
Send new password details to use
Deactivating users
To deactivate a user, customers are to navigate to the ‘Customer Management’ tab in PRISM.
Under the Customer List, select your account and select ‘View’ under actions.
Select ‘Manage Users’
Search for the user under the Active User section, then select ‘Deactivate’.
Users will no longer be able to access PRISM
Reactivating users
To re-activate a user, customers are to navigate back to Customer Management > Manage Users within PRISM, and locate the user under the Inactive User section, then select ‘Activate’.
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