System Tools > User Management / REACH

BEFORE YOU BEGIN: Profile Management

KEY TOPICS:

• OverviewAdminister ofREACH BALANCEhubUser Management
• Work with the Software Users List
• Add a New Standard User Managementand Apply Profile
• EmulateEdit aan BALANCEhubExisting User for Profile Assignment

RELATED

• View TOPICS:
  • balanceAAPthe User Management
  • balanceAAP > Reports > BALANCEhub Settings
  • Quick Start Guide for Setting up New Users in BALANCEaap and BALANCEhubHistory

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  Additional Management ofManage Users inand BALANCEhubApply REACH Profile

  AsOnce Profiles have been saved into the system (as described in the Relatedarticle Topics (linkedlinked above), accessthe for users to software tasks, data, and Affirmative Action plans is largely managed in balanceWORKSREACH and balanceAAP, respectively.

  However, by working with BALANCEhub > System Tools, an Administrator orcan planvisit owner, with appropriate permissions, may view current user access information and perform BALANCEhub-only tasks. Reflecting existing user lists and access permissions, the BALANCEhub tab is divided into sub-tabs for Users and Plan Access, accordingly.

  Emulate a BALANCEhub User

  Select System Tools > Security / User Management and view current user credentials, add new users, and review/change Profile assignments.

  Administer REACH User Management

  Work with the Software Users List

  Because all REACH subscribing organizations will also have access to BALANCEaap plan preparation software, security is managed at two levels — While some settings apply across all balanceWORKS software, others apply to the single application, based on how the product functions. Therefore, User Management operates in the common balanceWORKS environment.

  BalanceAAP HELP Cross-reference: For detailed information on working with the list tools (e.g., filter, search), see: BALANCEaap > User Management.

  Add a New Standard User and Apply Profile

  From the upper toolbar in the left column, click the [Add New] button to open a blank User Info tab:
  1. Enter the Email (address) to serve as the user’s login ID.
     

  Caution: Because the Email address identifies the user, only one user per email address can be added to the system.

  2. Enter the user’s First Name, Last Name, and (optional) Phone Number/Extension.
  3. Toggle the Active button (at this time or later).
  4. Toggle the Activation Email (at this time or later).

  Click [Add] to append the Users list with the new entry.

  With the user highlighted and the REACH tab activated, selected a Profile to apply to the new user. Choose the [Save] button from the BALANCEhubupper toolbar.

  Edit headeran toExisting openUser for Profile Assignment

  In the Userssame sub-tab.manner Locateas done for a new user, the user record, and click the [View as] iconProfile for the user.selected Youuser can be changed at any time via the User Management > REACH tab. Remember to [Save] the change.

  View the User History

  For documentation purposes, each user record will entercontain the softwareHistory withtab, therecording selectedactions user's permissions. A banner at the top of the page will indicate you aretaken in the emulation view.software.

  To exit the emulation view, access the Click here link at the top of the BALANCEhub page.