In this article, you will learn how to use the top five user management features in AP Gateway.
Configuring Users to Receive Notification Emails
Sending Reset Password Requests to Users
Creating User Accounts
Users with the Manage Users permission can create new user accounts in AP Gateway.
To create a user account:
1. Log in to AP Gateway.
2. Click the username or gear icon in the AP Gateway banner then select the Roles & Permissions menu item.
3. On the Roles & Permissions page, in the Users tab, click the + Add User button.
4. Complete each field in the Create User dialog.
5. Click the Save button.
6. A message displays confirming the user account was created successfully and an email is sent to the user, from AP Gateway, inviting them to complete their account setup.
NOTE: The visibility of pages and information in AP Gateway is based on roles and permissions assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.
See the AP Gateway Guide that matches your company’s configuration to learn more about the Roles & Permissions page as well as how to access, navigate, and use all features in AP Gateway.
Configuring Users to Receive Notification Emails
Users with the Manage Users permission can configure users to receive notification emails from AP Gateway.
To configure a user to receive notification emails:
1. Log in to AP Gateway.
2. Click the username or gear icon in the AP Gateway banner then select the Roles & Permissions menu item.
3. On the Roles & Permissions page, in the Notifications tab, click the + Add Email button.
4. In the Add notification email dialog:
a. Enter the user’s email address in the Email Address field.
b. Select the checkbox for each of the Notification Email Types to send to the email address.
c. Click the Save button.
5. A message displays confirming the email address was added successfully.
NOTE: The visibility of pages and information in AP Gateway is based on roles and permissions assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.
See the AP Gateway Guide that matches your company’s configuration to learn how to access, navigate, and use all features in AP Gateway.
Viewing User Account Details
All users can view user account details for an organization.
To view user account details:
1. Log in to AP Gateway.
2. Click the username or gear icon in the AP Gateway banner then select the Roles & Permissions menu item.
3. On the Users tab, locate the user account in the table to view then click the View action in the Actions column.
4. Review the information in the User Details dialog then click the Close button.
NOTE: The visibility of pages and information in AP Gateway is based on roles and permissions assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.
Watch the View User Details, Role Details, and Hide Default Roles video to see a walkthrough of the instructions above and see the AP Gateway Guide that matches your company’s configuration to learn how to access, navigate, and use all features in AP Gateway.
Editing User Accounts
Users with the Manage Users permission can edit individual user accounts or multiple user accounts simultaneously.
To edit a single user account:
1. Log in to AP Gateway.
2. Click the username or gear icon in the AP Gateway banner then select the Roles & Permissions menu item.
3. On the Roles & Permissions page, in the Users table, click the Edit action for the user account to edit.
4. In the Edit User dialog, make the desired updates. If None is selected in the User Role drop-down, individual permissions can be selected in the Permissions Authorized (From Role) section.
5. Click the Save button.
6. A message displays confirming the user account was updated successfully.
To edit multiple user accounts simultaneously:
1. On the Roles & Permissions page, in the Users table, select the checkboxes for the user accounts to edit.
2. Click the Edit Selected button at the bottom of the page.
3. In the Edit Users (Batch) dialog, edit the Job Title and/or the User Role fields. If None is selected in the User Role drop-down, individual permissions can be selected in the Permissions Authorized section.
4. Click the Save button.
5. A message displays confirming the user accounts were updated successfully.
NOTE: The visibility of pages and information in AP Gateway is based on roles and permissions assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.
See the AP Gateway Guide that matches your company’s configuration to learn more about roles and permissions as well as how to access, navigate, and use all features in AP Gateway.
Sending Reset Password Requests to Users
Users with the Manage Users permission can send reset password requests to users that will allow them to change the password they use to log in to AP Gateway.
To send a password reset request to a user:
1. Log in to AP Gateway.
2. Click the username or gear icon in the AP Gateway banner then select the Roles & Permissions menu item.
3. On the Roles & Permissions page, in the Users table, click the Reset Password action for the user account to send the reset password request to.
4. On the Password Reset form, verify the email address is correct.
5. Click the Continue button.
6. A message displays confirming the password reset was requested. The user will receive an email with a secure link to change their AP Gateway password.
NOTE: The visibility of pages and information in AP Gateway is based on roles and permissions assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.
See the AP Gateway Guide that matches your company’s configuration to learn how to access, navigate, and use all features in AP Gateway.
NOTE: Click the attachment below to access and download a PDF version of this article.