Reviewing/Changing a User Profile in Wasabi Account Control Manager
    • 20 Nov 2024
    • 2 Minutes to read
    • PDF

    Reviewing/Changing a User Profile in Wasabi Account Control Manager

    • PDF

    Article summary

    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. 

    1. Click My Profile. The Profile page is displayed. 
    2. 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

    1. Click Create on the Users page. The Create New User page is displayed.

    2. Provide the following information:
      • First Name
      • Last Name
      • Email address
      • Username
      • User role selected from the Role drop-down list
    3. Click Create.
    4. 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. 
    5. Enter and confirm your new password. Your password cannot contain personal information.
    6. 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.

    1. On the Users page, click ⋮ at the right of the user's entry.  
    2. 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.

    1. On the Users page, select the user. The user's page is displayed. 

    2. Click the User Role drop-down and select a new role. The Control Account Viewer role was chosen in this example:

    3. 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.

    1. On the Users page, click ⋮ at the right of the user's entry.
    2. 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:

    3. Click Deactivate User.

    Resetting a User Password

    If a user's password has been lost, an Admin user can perform a password reset.

    1. On the Users page, click ⋮ at the right of the user's entry.
    2. 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.

    1. On the Users page, click ⋮ at the right of the user's entry.
    2. Click Delete User.

      A message will prompt you to confirm that you want to delete the user. 

    3. 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:

    1. click My Profile. The Profile page is displayed. 
    2. 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.