- 20 Nov 2024
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Reviewing/Changing a User Profile in Wasabi Account Control Manager
- Updated on 20 Nov 2024
- 2 Minutes to read
- Print
- PDF
Reviewing a User Profile
Each user that you create has a profile. All WACM platform users (Admins, Staff, and Viewers) have access to personalize user profiles.
- Click My Profile. The Profile page is displayed.
- Click the Users tab. The Users page displays a list of users.
The following sections provide steps to perform the following tasks from the Users page:- Create a new user
- View and update user profile information
- Deactivate or Activate a user
- Reset a user password
- Delete a user
Creating a New User
- Click Create on the Users page. The Create New User page is displayed.
- Provide the following information:
- First Name
- Last Name
- Email address
- Username
- User role selected from the Role drop-down list
- Click Create.
- The new user added to the system will receive a Welcome email from Wasabi. The new user should click Verify your email address to activate the account. A password form will be sent after verifying your email.
- Enter and confirm your new password. Your password cannot contain personal information.
- Sign in to WACM and go to My Profile, click the Users tab. WACM displays the new user information on the Users page. For example:
Repeat the steps above to create additional users.
Reviewing and Updating User Profile Information
An Admin user can view the information set about a user.
- On the Users page, click ⋮ at the right of the user's entry.
- Click View User.
The user's general, contact, and security information is displayed. For example:
Changing a User's Role
An Admin user can change the role assigned to a user.
- On the Users page, select the user. The user's page is displayed.
- Click the User Role drop-down and select a new role. The Control Account Viewer role was chosen in this example:
- Click Update. The following confirmation for the changed user role will be displayed.
Deactivate or Activate a User
An Admin user can temporarily deactivate a user's access to the platform or reinstate access if it has been suspended.
- On the Users page, click ⋮ at the right of the user's entry.
- Click Deactivate User or Activate User, as appropriate.
A message will prompt you to confirm that you want to deactivate (or activate) the user. For example:
- Click Deactivate User.
Resetting a User Password
If a user's password has been lost, an Admin user can perform a password reset.
- On the Users page, click ⋮ at the right of the user's entry.
- Select Send Password Reset.
The user will receive an email notification indicating that a password reset was requested and steps to reset the password.
Deleting a User
An Admin user can remove user access from the platform.
- On the Users page, click ⋮ at the right of the user's entry.
- Click Delete User.
A message will prompt you to confirm that you want to delete the user.
- Click Delete.
Viewing Language Preferences
Account Governance and Control Account Admin users can view the language preferences of their users. A user's language preference is selected from the Language drop-down on the main menu banner. For example:To view a user's language preference:
- click My Profile. The Profile page is displayed.
- Click the Users tab. All users are listed with their language preference shown in the Language column. Additionally, you can use the search filter to search users using a specific language preference.