Manage Users
The Manage Users page is where you land when you first open the Admin Panel, an area in the app where admin users can oversee staff and clients within Client Portal.
Here, admin users can create new users and view or edit the user profile and permissions of existing users.
Understanding the list of users
Every user that you oversee appears in the list of users on the Manage Users page with the following information:
Status - a user’s ability to sign in to their account
Active - the user can sign in and access all permitted accounts and services
Suspended - the user is no longer allowed to sign in, (determined by Admin)
Locked - the user failed to sign in within the maximum allowed attempts (Admins can unlock their profile)
Staged - the user has not completed their onboarding process and is waiting for completion through the invitation email
User - user’s first and last name and the email address they use for Client Portal.
if a user has been designated as Admin or Read-Only, a tag will be displayed next to their name to signify this.
Type - the type of user:
Investor - a client who can view information relevant to at least one account
Staff - your staff/colleagues who manage accounts, account groups
Role - define what level of permissions a user has access to (only roles with a different name than the user type will appear in brackets).
Admin - staff users who have access to all accounts and services on Client Portal
Power User - staff users with limited access to the Admin Panel in addition to any assigned access for accounts and services on Client Portal
Investor - investor users on Client Portal
Staff - staff users who have all or partial access to accounts and publishing services on Client Portal
Services - list of services the user has access to
All Services
Admin Panel – any users who can set permissions for other users
Advisor Portfolio – staff-type users who can view accounts and account groups managed by your organization
Investor Portfolio – investor-type users who can only view accounts and account groups they hold
Publishing – users who can publish/edit documents for other users
Last Active – date and time the user last signed in to Client Portal
Manage User options menu
The list updates in real time so you see changes made by other admins.
How to filter the list of users
You can apply filters to the list of users so it will only show users who meet the criteria of those filters. This is done in the Filters menu directly below the content header. The menu includes several filter buttons. When you click a filter button, a drop-down menu opens listing each filter criteria, as follows:
Statuses - filter users by their status
All statuses
Active
Suspended
Locked
User Types - filter users by their profile type
All user types
Investor
Staff
Roles - filter users by their roles
All roles
Admin
Investor
Staff
Services - filter users by the services they have access to
All Services
Admin Panel
Advisor Portfolio
Investor Portfolio
Publishing
When a filter drop-down menu opens, each option is listed next to a number that reflects how many results would be returned if you applied that single filter. Filter criteria that would return zero results are not available to select.
You can apply or discard any criteria by clicking the option in a filter drop-down menu. A checkmark icon next to an option is highlighted to indicate if it is currently applied.
In addition to these filters, the filters menu also includes a Filter Users option. This is an input field where you can enter text so the User List only presents users whose names include the text you entered.
The Filter Users option also works in combination with the filters listed above; with each filter applied in the drop-down menus impacting the Filter Users option.