Managing Authorized Users and Access Levels

In the Client Zone, managing authorized users and their access levels is essential for maintaining security and ensuring that sensitive information is only available to the right individuals. By setting appropriate permissions, you can control what each authorized user can view and modify within your account. Here’s how to manage authorized users and their access levels effectively.

1. Log into Your Client Zone Account

Start by accessing your account in the Client Zone.

  • Visit the Client Zone Login Page: Navigate to the designated login page for the Client Zone.
  • Enter Your Credentials: Input your username and password to log in to your account.

2. Access User Management Settings

Once logged in, locate the user management settings section where you can manage authorized users.

  • Find the Account or Profile Menu: Look for an “Account,” “Users,” or “Settings” option in the navigation menu or dashboard.
  • Select User Management or Authorized Users: Within the account settings, find the option for managing authorized users or access levels.

3. View Current Authorized Users

In the user management section, you will see a list of currently authorized users associated with your account.

  • Review the List of Users: Take a moment to review the current authorized users, including their names, email addresses, and access levels.
  • Identify Users for Management: Determine if there are users that need to be added, modified, or removed based on your current needs.

4. Adding New Authorized Users

To provide access to new users, you can add them directly through the user management settings.

  • Select the Option to Add User: Look for a button or link that says “Add User” or “Invite User.”
  • Enter User Information: Provide the required details, such as the user’s name, email address, and any additional information requested.
  • Set Access Level: Specify the access level for the new user, which may include options like:
    • Administrator: Full access to all settings and features.
    • Standard User: Limited access to certain features, suitable for regular usage.
    • Read-Only Access: Users can view information but cannot make changes.

5. Modifying User Access Levels

If you need to change the access level of an existing authorized user, follow these steps:

  • Select the User to Modify: Click on the name or profile of the user whose access level you wish to change.
  • Adjust Access Level: Change the access level as needed from the dropdown or selection menu.
  • Save Changes: Ensure that you click the “Save” or “Update” button to apply the new access level for that user.

6. Removing Authorized Users

If an authorized user no longer requires access to your account, you can remove them.

  • Select the User to Remove: Identify the user you wish to remove from the list of authorized users.
  • Choose the Option to Remove or Delete: Click on the “Remove” or “Delete” button next to their name.
  • Confirm the Removal: Follow any prompts to confirm that you wish to remove the user from your account.

7. Review User Activity and Access

Regularly reviewing user activity and access levels helps maintain security and accountability within your account.

  • Monitor User Access: Periodically check the list of authorized users and their access levels to ensure that only necessary individuals have access to sensitive information.
  • Audit User Actions: If the system allows, review logs of user activity to identify any unauthorized access or suspicious actions.

8. Educate Authorized Users

Ensure that all authorized users understand their responsibilities and the importance of account security.

  • Provide Guidelines: Share best practices for managing their access and handling sensitive information.
  • Encourage Reporting: Instruct users to report any suspicious activity or access issues immediately.

Coast IT’s Support for User Management

If you encounter any difficulties while managing authorized users or their access levels, Coast IT is here to help.

Need Help Managing Authorized Users?
For assistance with adding, modifying, or removing authorized users, or for any related inquiries, reach out to Coast IT at support@coastit.co.za or call 0875500204. We’re committed to helping you maintain a secure and well-managed account.