As a Company Administrator, you can manage an employee’s access at any time.
How do you want to manage access?
- Single user? Modify their individual authorisations
- Multiple users or structured access? Use roles (recommended)
Roles are the recommended way to manage access, especially if you work with multiple employees. Roles contain predefined authorisations and are easier to maintain over time.
Modify a single user’s authorisations
Use this option for one-off or specific changes to a single user.
- Log in to the Self Service Portal
- Select your organisation
- Go to Users
- Select the user you want to update
- Open the Authorisations tab
- Add or remove the required authorisations
- Save the changes
The user will then only have access to the selected services.
Manage access for multiple users (using roles)
Use roles if you want to manage access for multiple users or maintain a consistent structure.
Step 1: Create a role
- Log in to the Self Service Portal
- Select your organisation
- Go to Roles
- Click New role
- Select the required services
- Save the role
Step 2: Assign the role to users
- Go to Users
- Select one or more users
- Click Actions → Assign roles
- Select the required role(s) and confirm
Any changes made to a role will automatically apply to all users assigned to that role.