Manage Business Credentials

Explination

In this section authorized users may change business information (name, address and telephone number of the business) as well as manage users and the roles associated with each user. See the section on Manage Roles for more information on managing roles, core roles, and what each role does.

Instructions

Creating and Deleting Users

Members of your team with the User Permission within this section may add new users to your business or remove users from your business. To add a new user to your business, simply click the "+user" icon at the top of the section labeled Authorized Users for business. Provide the email address, first and last name, mailing address (if appropriate) and phone number, then click the "checkmark" icon at the top of the New Authorized User section. This will create a new user for your business and by default give them Guest access to your business. The system will also send an email to the user with a temporary one-time-use password and instructions on how to login. Once your user has been created you can assign specific roles to them. Because roles can be combined, be sure that you disable any role that you don't want the user to have access to. You can also remove users from your business by clicking on the trashcan icon and confirming the removal.

Assigning Roles

In Profit Navigator Roles can be combined to add or remove access to certain areas of your business. Assigning, for example, the Authorized User Role to a member will give them read access to all areas of your business except for those reserved for 'Business Owners and other key roles. To assign a role to a user simply click on their name in the Authorized Users for business section and click on the role you want to provide. If the role is checked, the user has the role; if the role is unchecked the user does not have that role. You can add or remove as many roles as you wish, but, at the minimum, all users attached to your business must have the Guest Role. If you remove all the roles from the user, the system will automatically add the Guest Role. If you want to remove the user from your business you must click the trashcan icon and confirm removal.

A user may not add a new user with a greater amount of access than they themselves have. For example, if you only have the Business Owner Role you can't apply the Alliance Partner Role to anyone since that is a system reserved key role. Likewise, members cannot delete users with a greater amount of access than they themselves have. For example members with access to edit roles cannot remove the Business Owner Role from users unless they also have the Alliance Partner Role. This is known as restricting privilege escalation and prevents users with the ability to assign roles from gaining access to areas and permissions that they don't already have. Further, you may not change your own roles. You must have someone with the proper privileges assign roles to you. This step further enhances the security of the Role Management System so that one single individual may not gain unauthorized access to restricted areas by simply changing their own roles.

For Advanced Learners

Credential Management Help Desk Support

If you are finding it difficult to manage your business' credentials, you can reach out to your Alliance Partner or the Help Desk for support. As we work to improve Profit Navigator, further enhancements including Live Support is planned, for now you can find more information in the Support Forums and Self-Help Documentation or contact us through our Help Desk link.