Users

For admin users only

Setting up and managing users in SurePact is a breeze.  Users can include direct employees of your organization, as well as any contracts you work with.

To get started, head to the left menu, open Administration and choose Users.

This opens the Manage Users list, which displays all users already set up in your system.

Each user is listed with their email, along with checkboxes for Active, Locked, and various permissions. The table can be sorted by any header, such as First Name in this example. Click on any column header to change the sort order, and click again on the same header to reverse the order.

To find a specific user, enter one or more characters in the search field and press Enter. Clicking the X in the search field brings back all users.

To add a new user, click Add User.

The user popup has two tabs: Details and Picture. In the Details tab, fill in all required fields and assign permissions. 

Note: The dropdown choices for Department and Business Unit are also configured by admin users.

The typical SurePact user is Active (can access the system).  Here’s a quick rundown of the other options:

• View-Only: Can view data on SurePact records but cannot make changes
• Locked: Cannot access SurePact (can be used for employees who leave the organization)
• Default Member: Is included as member of all SurePact records
• Hide Financial Data: Cannot view financial data for any record of which the user is a member (commonly used for contractors)
• Customer Administrator: Has access to all Admin menu options
• System Administrator: Typically reserved for SurePact staff, provides the ability to create organisations, delete records, etc.
• SSO Enabled: If your tenancy has SSO enabled, all users should have this option ticked

If the new user is a contractor, tick the Contractor box and choose the contracting firm. Contractors are also configured by admin users.

In the Picture tab, you can upload an avatar, profile picture, or other image that represents the user. Click Browse to find the image, then click Upload.

After clicking Save Changes, the new user is listed. If changes need to be made, double-click any user field to open the popup with their details.

On the user side, here’s how they get into the system.

First, they receive an email with a link to confirm their new account.

Upon their first login, since they don’t have a password, the new user should click the Forgot password link.

This sends a fresh email with a password-setting link.

And that’s how easy it is to add a new user!