The Access Management tile directs you to the area of the system where users, roles, and organizational units are added. In its simplest form, it can be used as a directory to house all your organisational contact details such as individual names, telephone numbers and email addresses.
Clicking on the Access Management tile directs you to a summary page. The left navigation panel allows you to select between Organizational Units, Users, Roles and Seats.
The default view displays the All Users list, a directory of users for the system, by default all users are displayed, however filtering options allows you to refine the list to display active and inactive users.
User Management
1. From the Dashboard, click on the Access Management tile
2. Select the menu option ‘Users’, from the side menu bar
Users are sorted alphabetically, other columns represent their system status (active/deactivated), their job title, and the date that they were created on the system.
Filtering options alongside a search bar are available, enabling fast and efficient searching of the system.
Clicking on the three dots within the Actions column displays additional options, which include Deactivate User, to remove system access and Delete User.
Furthermore, clicking anywhere on the highlighted name will direct you to an overview page.
The tabs running along the top of the screen provide additional overview areas for the user, these include a general Overview, their Organizational Units, Roles that they are in, Seats that they hold, and an Audit Log.
From the general Overview tab, you are able to edit a user, deactivate a user, or delete a user from this area of the system.
Creating Users
Creating a new system user is quick and effortless.
1. Within the users area, click on the ‘+ Create User’ button
The below screen is displayed asking for some specific information relating to the new user.
2. Enter in a First Name in the available box
3. Enter in a Last Name in the available box
4. Enter an Email address in the available box
5. Enter in a Job title in the available box
6. Once all details have been entered click on the ‘Create’ button. The user will receive an email at the specified address with a link to the system. The user will then have the option of setting up a password, or using their organization's SSO to log in.
Organizational Units
Clicking on the Organizational Units area displays a list of org units created within a site.
Filter and sorting options are available at the top of the page. The amount of users, and the date that this org was created on the site, is also displayed.
Additional information regarding the organization can be viewed by clicking on the three dots in the Actions column.
Clicking on the 3 dots allows you edit or delete the organisation.
Furthermore, clicking anywhere on the highlighted organisation will direct you to an overview page.
Tabs run along the top of the screen allowing you to view additional areas, including Users from this organization and an audit trail.
Organization details can be edited from the Overview tab, or deleted entirely.
Creating Organizational Units
1. From the Organizational Units page, click on the ‘+ Create Org Unit’ button
2. Complete the pop up window with the required information
3. Click on the ‘Create’ button
Roles
Accessed from the side navigation bar the roles area displays a list of previously created Roles. Each Role has a Name, a Created Date section (details of when the Role was created) and an Actions area.
There is a filter available on this screen, alongside a page turner of Previous (Prev), and Next.
Clicking on the three dots underneath the actions area allows you to edit, or delete the selected role.
Creating a Role
1. Click on the Roles area from the side navigation menu
2. Click on the ‘+ Create Role’ button
3. Enter in a Name for the Role within the pop up box
4. Click on the ‘Create’ button
Seat Management
Some modules and features within One TrustFlight require a seat to access. For example, while all users with the Documents Module can view digital SmartDocs, only users with a seat are permitted to edit those document.
The Seat Management area displays the total amount of seats purchased, the total number of seats assigned, and the total number of seats available.
Additional seats can be purchased from this screen by clicking on the ‘+ Purchase Seats’ button. At this time seats must be purchased through a TrustFlight agent.