Overview
Scenario: You are a company administrator in ScanX and wish to add, change, or delete users, change their password or re-send their welcome email for a new user.
The objective of this Document: Provide the Company Admin with the tools to understand how to manage users on the platform.
User Roles
In ScanX, there are 3 different roles based on the interaction with the solution.
- User: This user role can NOT sign into ScanX directly. A user can only sign agreements. They will need to register their signature by providing their email address and cell phone or landline number in order to sign.
- Publisher: This user role can log directly into ScanX. A Publisher has access to the transactions they have published as well as any transactions part of a shared Work Group or Team.
- Company Administrator: This user role can log directly into ScanX. A Company Administrator can add/edit users and publishers, view all Transactions created under the company, add/remove individuals from Teams and, edit and add Work Groups.
Instructions to add a Publisher or Company Administrator
1. Access the Administrator Function
In order to access the key features of the Company Administrator Role, click on the Administration in the menu bar of your Workspace then select "User Admin"
2. Adding & Editing Users
Use the PINK FAB on the bottom-right of the User Admin section, which will prompt the Administrator with the following panel. Complete the required information and change the Role to Publisher (recommended) unless the intention is to give Company Administrator permission.
- Can Unlock Secure Fields checkbox: If you wish to grant a Publisher+ level user to unlock secure fields (like SSN, TIN, Bank Account, etc) for viewing, please check the "Can Unlock Secure Fields" checkbox as well:
3. Add underwriters to the underwriting team
If the user need to take action on the Scorecard as an Underwriter. They will need to be added to the Underwriting Team:
- Click on the "Teams" Tab & open the "Underwriting" Team
- Search the user via their Email Address, Select them and click "Save"
Instructions on resetting a user's password or signature
1. Access the Administrator Function
In order to access the key features of the Company Administrator Role, click on the Administration in the menu bar of your Workspace then select "User Admin"
2. Search for the user and click their handle
Clicking the handle brings up the window where the RESET PASSWORD and RESET SIGNATURE functions can be performed. Both will send the user a message either per email or phone.
FAQ
Q: Does setting users to the “User” role prevents them from logging into ScanX/AEX Workspace?
A: Yes, demoting a Publisher or Company Administrator to "User" prevents them from accessing the Workspace.
Q: Do I need to DELETE a Publisher or Company Administrator in order to bar them from accessing the Workspace?
A: No, demoting them to "User" should be sufficient. Deleting a user is not recommended, unless an E-Mail address was added in error and the user was unable to register through that address (typo, undeliverable).
Q: I have added a Publisher but they have missed the WELCOME email, should I DELETE them and add them again?
A: No, DELETING and adding them again does not send the WELCOME email. Please use the RESEND WELCOME EMAIL button instead.