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Updating a User's Company & Suites

A user's access to portfolios is determined by their assigned Company and Suites. This guide explains how to update these settings for existing users.

  • Company: Determines the branding and styling (logo, colors, etc.) a user sees.
  • Suites: Groups of portfolios that a user can access.

For Staff Members: Updating Company and Suites​

Staff members have the ability to modify both the Company and the Suites for any user.

The Update Process​

  1. Navigate to User Management: Go to the User page in the Staff Portal. You may need to log in.

  2. Select a User: Find the user in the User Management list and click the Edit button next to their name.

  3. Update Company: If you need to change the user's company, select a new one from the Company dropdown menu.

  4. Update Suites: Assign or unassign suites by selecting them from the list.

  5. Save Changes: Click Submit to apply the changes.

User Self-Service for Suites​

Users can update their own suite preferences at any time. It's important for staff to be aware of this functionality.

What Users Can Do​

  • Update Suites: Users can modify their suite selection from the user dropdown menu in the top-right corner of the application. This allows them to customize their view of the available portfolios.
  • Cannot Change Company: Users do not have permission to change their assigned Company.

Note for Bespoke Users: Users who belong to a bespoke company will only be able to see and select from the suites that have been specifically assigned to that company. They will not see suites from other companies.