How do I add a user to my employer account?

The benefit of the Maintain Users function is that it provides the ability for employers to manage their own users and keep this information up to date.

To add a user to your account, navigate to the User Maintenance page.

Look for a button that says, ‘Maintain Users’, ‘User Details’, or ‘User Maintenance’.

You may find it in the Navigation Bar:

Or in a panel on the Dashboard body:

It may also be navigated to via the vertical navigation bar:

Note: Please keep in mind that icons and button names are uniquely configurable for each client. There may be some variation in name, icon, and location in your specific Portal.

Once in User Maintenance, click ‘Add User’.

This will take you to the New User form.

User Account

Ensure that you fill in the following details:

• User Id – A unique ID for the user and their login Username
• Firstname and Lastname
• User Role – This determines their access and permissions. Ensure they have the appropriate User Role.

An example of possible User Roles to choose from:

Once complete, make sure you hit ‘Save’ before continuing to the next page.

Contact Details

Fill out the Contact Details tab as needed.

A working Email Address is necessary for a User to receive the Portal login access link.

Note, once you hit ‘Save’ an email will be sent to the User to create a password.

User Access

Add the User to any User Groups as needed. This can be left as is.

Product Access

Modify the Product Access as required.

Generally, ‘No Product Access’ is selected by default for most users.

Product Access allows users to view Product (USI) details in MACS and is generally utilised by fund users.

Employer Access

Add Employer Access for the User.

It is important to only associate the User with relevant Employers.

User Preferences

Set User Preferences as desired.

Finally, hit 'Save' to complete the user creation process.