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BalanceAAP > System Tools > User Management

KEY TOPICS:

  • Add User to balanceWORKS
  • Edit an Existing User
  • Deactivate an Existing User
  • Display Inactive Users
  • Associate an Existing User with a New Email Address
  • Display Inactive Users

For information on related steps, refer to:

For a step-by-step guide, see:

Create and Manage balanceAAP Users

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

From the balanceWORKS tab, click the user’s Email Address entry. On the EditAdd User page,menu, update the fields as appropriate. Click [Save].

Deactivate an Existing User

After entering the EditAdd User page from the user's Email Address entry, uncheck the Active box tofor: revokeActive. theThis user’swill access, while retainingretain the user ID in the system.

The user can be reactivated in the future by rechecking the Activebox box.for: Active.

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 at the top of this page.

Display Inactive Users

From the upper toolbar, check the box to: Display Inactive Users.

Quick Tip: By displaying inactive users, an Active column will display for all users. Here, you can quickly make users Active or inactive.