These enhancements empower Head Office Admins to manage user access more effectively across Sub-Portals (Advisor Teams), streamlining user administration and improving user management oversight.
Key Features
1. View All Users Under a Sub-Portal
Head Office Admins now have the ability to see all users associated with any Sub-Portal. This straight-through enterprise view allows for better management and monitoring of user access across various segments (teams, departments, etc.) of your organization. Portal Activation and Main Advisor Assignment still need to be managed through FutureVault Support at the moment.
2. Adding New Users
To add a new user to a Specific Sub-Portal, simply navigate to the desired portal, right-click, and select +Add New User. This feature simplifies the onboarding process and ensures that new team members have immediate access to the tools they need.
3. User Details Management
Click 'See Details' to access the user management interface. Here, Head Office Admins can:
- Add Users: Quickly onboard new Representatives or Admins.
- Deactivate Users: If a user is no longer active, you can manually deactivate their account from this interface, ensuring that access is only granted to current team members.
4. Streamlined User Administration
These new features collectively enhance the user administration process, making it more efficient for Head Office Admins to manage user permissions and access levels. This results in improved security and operational efficiency within your organization.
How to Enable These Features for Other Admins
- Navigate to the Users tab of your Head Office Portal.
- Right-click to Edit the Permission of the Admin
- Select the boxes - Can create Vaults under Clients / Vaults and Can manage Users under Sub-Portals.
Conclusion
These new Admin flag features are designed to enhance your ability to manage users effectively across your organization. By providing Head Office Admins with the tools and controls to oversee Sub-Portal users, we aim to improve security and ultimately help to streamline your overall administrative user management. For further assistance, please consult our Partner Help Center or reach out to your Customer Success team.