How to set up users

Article Objective: To assist admin users in navigating the Admin Centre within the Active Platform to set up users.

Context: Admin users are able to invite users and manage licenses and user access to Business Fitness products.

Accessing the Admin Centre

Navigate to the Active Platform home page.

Click on your name icon and press Admin Centre.

Click on Users.

Adding a user

Once the 'Users' button has been selected, the below screen will appear which shows all users and their associated licenses.

For more information on how to manage user licenses, see the administrator article: How to manage licenses.

To add a user, click + New User.

The below screen will appear.

The following table details the fields for completion.

Field	Description	Validation
Register a User Account (checkbox)	By ticking this, the user will receive an email to set up a Business Fitness login. They will not have access to any products until you allocate them product licenses. If you untick this, the user will not receive an email and will not be able to set up a login for Business Fitness. They will be a user for reporting purposes only and will not take up any allocated licenses.	Optional
User details including Email, First Name and Last Name	Enter the basic details for the user including their full name and email.	Required
Code	If you wish for the user to have their own code, input here.	Optional
Security Role (dropdown menu)	There are three types of security roles: User - a standard user who will not have access to the Admin Centre or any admin settings within any Business Fitness products Admin - will be able to access and update any settings within the Admin Centre, i.e. create offices, invite users, allocate licenses, inactivate users, assign user roles, etc. Owner - the system administrator for the firm and will have full system admin access to all products and settings.	Required
Offices	A user must belong to an office. Once selecting + Add Office, a pop-up screen will appear where you must select the office, security and user roles (if applicable). User roles show if the user is a: Partner - the associated partner. This user will complete the last stage review and sign off; Manager - the associated manager. This user may or may not complete initial reviews before the file is sent for final sign off; or Reviewer - the dedicated reviewer and will complete initial reviews before the file is sent for final sign off (usually the same user as the manager for the client). You must repeat this process if the user belongs to multiple offices.	Required
Teams	A user can also be assigned to a team. Once selecting + Add Office, a pop-up screen will appear where you must select the team and security.	Optional
Licenses (checkbox)	This area will show Business Fitness products your firm is licensed for. Tick the products this user is licensed to use. Ticking these boxes will use up one of your firms user licenses. You will receive a message letting you know if you have no licenses available. You will then need to contact Business Fitness to purchase additional licenses. When you license a user for a product, this user will then be available to edit via the Admin Centre in Active Workpapers and Active Ledger & Reporting. Any changes made in these products will flow to the central Admin Centre and vice versa.	Optional

Once satisfied with all the details, click Save and Close.