Manage users

User accounts enable the people in your organization to access your Balance Platform Customer Area . With your admin user account, you can provide each user with a specific set of permissions to perform certain actions. You control your user's permissions by assigning roles to them.

On this page, you can learn how to:

• View user roles.
• Create or duplicate users.
• Change a user's permissions.
• Deactivate users.

View user roles

To see which roles are assigned to a user:

1. Log in to your Balance Platform Customer Area.
2. Go to Users and select your user from the list.
3. On the User details page, expand the Roles section to view the list of roles assigned to the user.

Create a user

Before you begin, make sure you have the following role:

• Balance platform admin role

To create users in your Balance Platform Customer Area:

1. Go to Users, and select Create new user.
2. Enter a unique username and email address for the new user, then select Continue.
3. Choose which balance platform accounts you want the user to access in the Customer Area, then select Continue.
4. Assign roles to the new user, then select Continue. Contact our Support Team if you need to assign a role that you do not have yet.
5. Review the user details. You can edit incorrect information by selecting the edit icon in the appropriate section.
6. Select Create new user.

The new user receives an email with a link to verify their email address and create a password, and to set up Multifactor Authentication (MFA) for their Balance Platform Customer Area account. The verification link is only valid for two weeks. If the link expires, you need to resend the verification email to the user.

Resend verification email

If the user does not verify their email address and create a password before the link expires, you need to resend verification email.

To resend the email in your Balance Platform Customer Area:

1. Go to Users, and search for the user.
2. In the Email column of the user, select Resend email verification.

The user receives an email with a link to verify their email address and create a password, and to set up Multifactor Authentication (MFA) for their Balance Platform Customer Area account. This email verification link is only valid for 24 hours.

Duplicate a user

Duplicating a user allows you to quickly create a new user with the same permissions as an existing user. This can be useful if several people in your organization need to perform the same tasks.

You can only assign roles that your own user already has. For this reason, the new user may have fewer permissions than the user you are duplicating. For example, if you duplicate a user who has the Initiate transfers role, but you do not have this role yourself, the duplicate user won't have this role either.

Before you begin, make sure you have the following role:

• Balance platform admin role

To duplicate a user in your Balance Platform Customer Area:

1. Go to Users.
2. Select the copy button in the Actions column next to the user that you want to duplicate.
3. Enter a username and email address for the new user. The Accounts and Roles sections show the new user's access and permissions.
4. Select Create user.

The new user receives an email with a link to verify their email address and create a password, and to set up Multifactor Authentication (MFA) for their Balance Platform Customer Area account. This new user link is only valid for two weeks. If the link expires, you need to resend the verification email to the user.

Send a password reset email

If a user forgets their password, you can send them a password reset email.

Before you begin, make sure you have the following role:

• Balance platform admin role

To send a password reset email in your Balance Platform Customer Area:

1. Go to Users, and select the user from the list.
2. On the User details page, select Send password reset.

The user receives an email with a link to create a password for their Balance Platform Customer Area account. This password reset link is only valid for 24 hours.

If you forget your own password, enter your username and select Forgot your password? on the login page to request a password reset link.

View and change user permissions

After you create a user, you can assign them other roles or change their account access. You can only assign roles or give access to accounts that your own user already has.

Before you begin, make sure you have the following role:

• Balance platform admin role

To change a user's permissions in your Balance Platform Customer Area:

1. Go to Users.
2. Select the user from the list.
3. In the User details page, select the edit icon and make your changes.
4. Select Save.

Deactivate a user

If you want to remove the access permissions of a user, for example, because they have left your company, you need to deactivate the user.

Before you begin, make sure you have the following role:

• Balance platform admin role

To deactivate a user in your Balance Platform Customer Area:

1. Go to Users.
2. Select the user from the list.
3. Select Deactivate user.
4. Select Deactivate in the pop-up window to confirm.

When a user is deactivated, their session is also terminated. The user can no longer access the Balance Platform Customer Area. If you need to restore the user's access, select Reactivate user on their User details page.