DRAFT USER GUIDE

Administering partner users

Partners can add users themselves, but occasionally a bank may need to step in and administer partner users (for instance, if the only person who uses the system leaves the partner.)

Where do you administer partner users?

If you need to administer a partner’s users, click on “Partner Agencies” in the left-hand menu, then “All Partners”, then click on the specific partner you want to administer, and then “Manage Users” near the top of that screen.

[TODO: Navigation screenshots]

This will bring you to a list of users for that partner. Here you can resend invitations (A), start a reset password process (B) (they will receive an email with a link to reset their password), Remove access to that partner from the user(C), or invite a new user to that partner (D).

[TODO: Annotated screenshot for partner user admin screen]

Prior - Partner reactivation Next: Other partner information