Elevating User to System Admin, Finance Admin, Report Admin roles & Removing elevated role access - Single Sign On (SSO) Users
System Admin users can elevate other users to the System Admin role via the Roles page.
There are two additional levels of access that are now available, Finance Administrator and Reporting Administrator.
How to elevate access |
Important Note to start - The username must be precisely what is coming through from the SSO and is case sensitive.
The best way to ensure this is correct is to copy and paste the username from the Driver Register (the user must have logged in at least once to have created their driver record).  |
Select Roles under the Security & Permissions tab |
Enter the username into the Username field, ensure you select the correct level of access; Finance Administrator, Report Administrator or System Administrator is selected under Role, and then click Add User to Role |
Success! |
How to remove access |
Select Roles under the Security & Permissions tab |
Select System Administrator, Finance Administrator or Report Administrator from the dropdown “Show only users in the role:” Locate the user you need to remove access from and click on Remove over on the right hand side of the page. A confirmation will appear at the top of the screen confirming the user has be removed from the role.
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