How to create & manage Administrators?

Overview

SecureExchange users who have the Provider role can create and manage Administrators within the SecureExchange platform.

This article outlines the steps to create and manage Administrators.

Create a new Administrator 

Follow these steps: 

1. Login to SecureExchange 
2. Click on Create
   
3. The Create Administrator page will be displayed. 
   
4. Enter the following information 
   1. First name 
   2. Last name 
   3. E-mail address
   4. Country
   5. Phone number 
   6. Username 
5. Select a preferred language 
6. To activate the Admin tick the Administrator is active box. 
7. Click Create Administrator
   1. The user will be notified of the new account via email. Please send the one-time password to the user via a secure channel. 

The newly created Administrator will receive an email at the provided email address with a direct link to SecureExchange. They are ask to login to Secure Exchange with their username and the temporary password.

Once login, they are able to setup their own password. 

Manage Administrator 

Follow these steps: 

1. Login to SecureExchange
2. Click on Manage 
   
3. The Manage Administrator page will be displayed. 

It is possible to: 

• View all created Administrators
• Update the first name, last name, e-mail address, country and phone number
• Activated or deactivate Administrators
• Reset password 
• Delete Administrators