CompleteEmpire

Login Management

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When logged in as the System Administrator, you will be able to create and manage logins for users as required.

This can be done in a few places and times including:

  • Creating a login when first setting up an entity with a new account. How to create a New Entity
  • Creating a login when adding a new entity to an established account. Entity Details
  • Managing logins from the Main Menu System > Users and selecting the add (“+”) button in the Work Area Quick Access Button group.

The creation of the login and notification is an automated function, so once created it will notify the new user and instruct them on how to proceed to gain access and update their password for entry.

Note, a login email must be unique in the system and can’t have been used to create any other Entity previously.

Ongoing management of logins is undertaken from the Users view under the Main Menu Systems tab where you can lock or unlock, delete, edit details, change passwords or send password resets to users selected.

Explore  -  User  view and the Work Area Quick Access Button group

  1. Select {System} > {Users} from the Main Menu
  2. [Create New] -  add a new Profile User.
  3. [Edit] - edits an existing profile.
  4. [Set Password]  -  set a new password for the user.
  5. [Send Password Reset Email] -  sends the user a request to reset their password
  6. [Lock] / [Unlock] account of the user to prevent access.
  7. [Delete]  -  delete the user profile. Requires [Yes/No] profile.
  8. [Refresh]  - refresh view to capture any changes.

Video - Login Management. Click to open video with YouTube.  

Add User Profile

  1. Select {System} > {Users} from the Main Menu
  2. Click [Create New] > {Profile Users} to open the New User window.
  1. {Entity}  -  select the entity from the drop down list that you wish to manage.
  2. {Name} / {Email}/ {Mobile} - confirm details which should have been auto populated from the Entity details already added to CompleteEmpire.
  3. {Confirmed}  -  tick to confirm that the email and phone numbers are correct and are active. Emails are checked for validity as part of the automated process.
  4. {User Name}  -  ordinarily this should be the unique email address assigned to the Entity.
  5. {Password} {Confirm Password}  -  enter a temporary password which the user can change during the automated sign up process.
  6. {Expiration Date}  -  set a date when the profile will expire.
  7. {Time Zone}  -  set the users normal time zone for their core activity.
  8. Tick boxes
    • {Is two factor enabled}  - tick to force use of two factor authorisation for the user.
    • {Is lockout enabled?}  -  management tool to lock the account.
    • {Is the user currently approved?} -  tick if user has a current profile on the system.
    • {Send a welcome (password reset) email to the new user?}  -  ordinarily ticked so that the user can be confirmed via the automated sign in process.
  9. Click [Save]

Edit User Profile

  1. Highlight the user to be managed.
  2. Click [Edit] in the Work Area Header to open the Users edit window at the Details tab.

Details Tab

  1. {Entity}  -  select the entity from the drop down list that you wish to manage.
  2. {Name} / {Email}/ {Mobile} - confirm details which should have been auto populated from the Entity details already added to CompleteEmpire.
  3. {Confirmed}  -  tick to confirm that the email and phone numbers are correct and are active. Emails are checked for validity as part of the automated process.
  4. {User Name}  -  ordinarily this should be the unique email address assigned to the Entity.
  5. {Expiration Date}  -  set a date when the profile will expire.
  6. {Time Zone}  -  set the users normal time zone for their core activity.
  7. Tick boxes
    • {Is two factor enabled}  - tick to force use of two factor authorisation for the user.
    • {Is lockout enabled?}  -  management tool to lock the account.
    • {Is the user currently approved?} -  tick if user has a current profile on the system.
  8. Click [Save]  

Social Accounts Tab

  1. Social Accounts will list all the linked interactive accounts that the user has been authorised and has signed up to such as DocuSign or a real estate portal etc. To Unlink click [Unlink]

Password Management

Users view  -  Work Area Quick Access Button group

  1. [Set Password] - opens the Change Password window to allow you to change password of an existing user. Enter new password and confirm click [OK].
  2. [Send Password Reset Email]  -  send an email to the user to reset their password. Use after manually changing the password.
  3. [Lock][Unlock] account - use to lock unlock an account.
  1. Enter new password and confirm
  2. Click [OK].

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