BalanceAAP > System Tools > User Management

KEY TOPICS:

• Add User to balanceWORKS
• For a step-by-step guide, see: Quick Start Guide for Adding New Users

For information on related steps, see:

• Profile Management

Create a balanceWORKS User

By adding users to balanceWORKS, an Administrator can grant access for users to multiple applications at the same time, or other applications can be easily turned on for existing users in the future.

Add User to balanceWORKS

Choose System Tools from the balanceWORKS header. Then select Security / User Management from the pop-up menu. The balanceWORKS > Manage Users tab will display.

Quick Tip: You can also access System Tools from the BALANCEaap header. After selecting Security / User Management, navigate to the balanceWORKS tab.

Click the [Add] button. Enter the Email Address for each user to serve as the user’s login ID.

Caution: Only one user per email address can be added to BALANCEworks.

Enter the user’s First Name, Last Name, and Phone Number. Check off: BALANCEaap.

Click [Save].

Edit an Existing User

Click the user’s Email Address entry. On the Edit User page, update the fields as appropriate Click Save.

Deactivate the User

From the Edit User page, uncheck the Active box to revoke the user’s access, while retaining the user ID in the system.

Associate an Existing User with a new Email Address

Deactivate the existing user (as described directly above). Then add the user to balanceWORKS and BALANCEaap as described in above.