How to set up users in the Alive platform
- Nikoleta Perry
COURSE DESCRIPTION
Welcome to this course on setting up and managing user access in the Alive platform. In this course, you will learn how to configure different access levels for your team members, ensuring data protection and security while granting the right permissions based on your specific needs.
By the end of this course, you will be able to:
Understand the different user roles and access levels available in the Alive platform.
Assign and manage permissions to control what information and features each user can access.
Implement best practices to maintain security and compliance with data protection policies.
This guide is designed to help you effectively manage user rights, ensuring that team members have the necessary access without compromising sensitive information. Let's get started! 🚀
1.Basic Details Section
The "Basic Details" section is used to configure essential user information during account creation or modification. It includes the following fields:
Username (required) – A unique identifier for the user.
Password – A secure password must be entered, following the criteria:
Must include lowercase and uppercase letters, a number, and a special character.
Must be at least 8 characters long.
Password Confirmation – Requires re-entering the password to ensure accuracy.
First Name (required) – The user's first name.
Last Name (required) – The user's last name.
E-mail (required) – The user's email address.
Active (checkbox) – If checked, the user account is active and can be used for login.
If you want to restrict a user's access to the platform, simply uncheck this box to deactivate their account.
To maintain data integrity, it is not recommended to delete existing users from the Alive platform. Instead, their account should be deactivated when access is no longer needed.
Require Password Change at Next Login (checkbox) – If selected, the user will be forced to change their password upon their next login attempt.
2.Managing User Access Rights
In this section, you can define which modules a user will have access to within the platform. Each user can be assigned specific roles based on their responsibilities.
The available modules and roles depend on your tenant’s system setup and usage of different modules. Users can be granted Administrator, Manager, Standard User, or Read-Only access, depending on their needs.
To assign or revoke access, simply check or uncheck the corresponding module. This ensures that users only have permissions relevant to their role and tenant requirements.
3.NCDB Access Rights for Exclusive Representative (ER) Users
The following settings describe the configuration of the ER user, which you can set up in the User section.
When assigning the Exclusive Representative (ER) role to a user, you have the option to configure NCDB access rights for GUI. This allows you to enable or restrict access to specific sections within NCDB based on your needs.
By selecting the appropriate checkboxes, you can control which sections are visible to the ER user, ensuring they only have access to the necessary areas while maintaining system security and data integrity.
Available NCDB Access Rights:
Orders and Benefit System – Grants access to order management and benefit-related functionalities.
Cards and Card Holders (Full Access) – Allows full management of issued cards and cardholder details.
Cards and Card Holders (Read Only) – Provides read-only access to cardholder details without modification rights.
Card Issuers – Enables management of entities responsible for issuing cards.
Users – Allows access to the user management section.
Customers, Issues Statistics, Price Lists, Licence Management, Partners, Settings – Grants access to various administrative and reporting features, including customer records, issue tracking, pricing settings, and license management.
Super Admin – Grants full access to all sections and administrative functions within NCDB.
By properly configuring these settings, you can customize the level of access for ER users, ensuring they have the appropriate permissions without exposing unnecessary system sections.
5.E-mail Messages
In this section, you can configure notifications for specific actions within the Alive platform. Some notifications are linked to functionalities that are only available in certain markets, so access to them may vary.
We highly recommend testing these notifications before enabling them to ensure they function as expected within your setup.