Quick Start Guide ‘User Management’

Introduction Quick Start Guide User Management

In this Quick Start Guide you will learn how to set up and manage your account in the service User Management.

Here we deal with components such as:

Go to www.pcs.portbase.com
Enter your login details
Select My Services / General Services / User Management

1Changing organisational details

Changing organisational details

2Adding users

Select the menu ‘Users’.
Select ‘Add User’.
Complete the requested fields.
Enter the user name using lowercase letters only (Dates in the future may be entered as start and ending dates. Please note: These are not required fields).
Save the details entered.
You can then set which user you want to receive which notifications (Please note: Users can also set this themselves via My profile / Notification settings).

3Changing user details

Select the menu ‘Users’.
Select the user whose details you wish to amend, make the changes and select ‘Save’.
To deactivate users, click on the wastebasket icon.
(users will not be removed from the database, meaning they can be re-activated at a later date if necessary).
To activate a user with an ‘inactive’ status, select ‘Show all users’ and change their status
Save the amended details.

Adding user groups

Select the menu ‘User groups’.
Select ‘Add user group’.
Under ‘User group name’, select the relevant service.
In the field ‘Description’, you can give the group a name yourself.
Under ‘All users’, you can choose the users you wish to include in this user group.
Use the arrow key to add the selected users to the group ‘Users in group’.
Save the details entered.
Under ‘Service authorisation’, you can now set what the user group may do or see for this service.
Select ‘Add’ to save what you have entered.

4Changing user groups

Select the menu ‘User groups’.
Select the user group you want to change.
Select the users you want to add to the group.
Use the arrow key to add the selected users to the group ‘Users in group’.
Under ‘Users in group’, use the arrow key to select the users you want to remove from the group.
Remove the selected users from the group using the arrow key.
Save the details entered.
Under ‘Service authorisation’, you can now set what the user group may do or see for this service.
Select ‘Save’ to save what you have entered.