From Settings, Administration, you can access User Management. This section enables an administrator to set up new users and manage existing ones. 

1. Setting up a new user

To create a new user, click on    and complete their username and name details, and on the second screen, the access they should have. 

Another possibility is to copy an existing user who has the right profile – tick in the box on the left hand side of the user to be copied, then at the top click on . In the next screen, complete their username and name details, the access rights will already be completed. 

Click Save to create this user. Then email to elcy-helpdesk@surecomp.com with details of the security token required for the user (hardware/MFA (e.g. Microsoft Authenticator, Google Authenticator, Okta)/SSO set up). If using hardware, include the token number you want to assign to that user.

1.1 Access rights for users

Tick the boxes as required for departments, template filters, transaction type filters and groups/roles. 

• A user can be in any number of departments.
• The Transaction Template Department Filter controls which templates the user can see (default is those for the departments the user is in).
• Transaction type filter enables users to only view and receive alerts for specific transaction types.
• Groups/Roles: refer to Groups/Roles descriptions - Corporate Administrator Guide
   

1.2 Email alerts for users 

You can set up user preferences for receiving e-mail alerts from elcyMBP. Refer Notification Settings 

2. Editing a user

If a user needs additional permissions, click on   on the right-hand side.  This brings up their user record, and the details can be changed. If their username needs changing, please contact elcy-helpdesk@surecomp.com to do this for you. 

3. Enabling a user

If a user enters their password incorrectly three times, their Status will show as . 

An administrator can reenable them by clicking on on the right-hand side – they can then try their password again. 

4. Deactivating a user

To stop a user logging in temporarily (e.g., if they have misplaced their hardware token and think someone else knows their PIN) you can disable their account. On their row, click the word  on the right-hand side.

The screen refreshes and their status will now show as .  An administrator can reenable them by clicking on   on the right hand when required.

5. Deleting a user

To remove a user, tick the box next to their name on the left-hand side, then at the top click  and confirm with OK. 

Then email elcy-helpdesk@surecomp.com to ask for the user’s security hardware token to be disabled if have.  Hardware tokens can be reused by other people, so where possible, collect the token from the old user and keep safe until required by someone else.  If the hardware token is lost, please tell the Helpdesk.

6. Reinstating a user

It is possible to reinstate a deleted user. To do this, click on Deleted Users list at the top of the users’ screen.

This brings up a list of all users that have been deleted, along with the date they were deleted (for those users deleted since June 2021). 

Find the relevant user (using the search functionality if required) and click on Reinstate, then OK. 

Next, verify that the user’s profile is as required, and check that they are receiving any alerts they would like.  Notify the ELCY Helpdesk if the user will use hardware token/MFA/SSO to ensure the login method is linked to the user’s profile as per a new user.

7. User logs

There is a log of changes available to administrators for each user’s profile – to view this, find the relevant user, tick in the box on the left-hand side of their name and at the top click on Show Log.

This brings up the log for that user with entries for disable, enable, delete, reinstate and the previous lists of user groups allocated to that user.

8. User Activity Reporting

A report from the system is available showing the logins of users over a period of time, and what functions they have been using.

A summary of logins can be sent along with the details of each individual login date and time.

To receive this report, please contact the ELCY Helpdesk, informing them who needs to receive this, whether you want it daily, weekly (on which day) or monthly.