This guide will show you how to add a new user in the SecureClose Admin Portal.
Any Step Image can be Enlarged by Clicking it.
1. You must have access to your company’s Admin Portal, and rights to add new users.
2. This can be done from ANY computer with access to the internet, it does not have to be from the computer running the SecureClose software.
7. Add Administrative Info
Fill in as much information as you would like. This screen allows you to make an account Active or Inactive, if an employee is no longer authorized to use the SecureClose software or Admin Portal.
9. Set Permission Levels
There are multiple categories to add permissions to – these are listed below. Each category has multiple levels available for each as follows: Restricted (User does not have access and will be shown an error if they click this Category) Read Only (User can see this category, but cannot edit anything therein. Editor (User can edit existing assets within the category but can’t create ) Creator (User can create new assets in the category) and Administrator (User has full access. Please note that regardless of rights, no user can delete a contract entry).
Categories: Employees (User can add new employees, as you are doing now) Locations (User Can Edit available lot locations) Buyers (This is a legacy category and can be disregarded) Access Keys (User can add a new access key to add computers to SecureClose) Contracts (User can access contracts copies, contract originals, and video).
If you would like a user to be an administrator, please set Administrator in all categories, and click the Is Administrator box. Once complete, click on the Update button.