How Access Management Works
Learn how to manage user access in your account through individual or bulk settings, ensuring full control over permissions and access.
In this guide, we will learn how to manage access to your account. Access management is essential to control who can view and modify information within your platform. On the home screen, you will find the settings card, where you can manage the access of invited users.
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Within the settings, there are two main modules: the solutions module and the access management module. In the solutions module, users with permission can access group-specific settings. In the access management module, you control what each user can access, either individually or in bulk through teams.
On this screen, each user will be able to view the cards enabled for them. By clicking on the card, they will see information such as name, currency, and value formatting, that is, specific data about the group as well as information about registered companies.
They can view already registered companies or create a new one by providing the identification number, the company name, and the currency.
Besides the solutions module, there is the access management module.
In this access management module, you control what each user in your account can access on the platform. You can do this in two ways: individually, by accessing the user list and configuring each user’s access in their profile, or in bulk, through teams.
In these teams, you can configure a set of permissions and assign them to two or more users simultaneously. This way, you control people and their access.
That’s how access management works in your account. For more information or to request help with any of these steps, contact our support team.