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SecureSync® information

SecureSync® information

New User Image Step 1
Step 1: From the main SecureSync menu select Authorization > Add User
New User Image Step 2

Step 2: Enter the First Name, Last Name and Select Next

New User Image Step 3
Step: 3 Complete the Password and Confirm Password fields and Select "Next."

*This will be a temporary password to enable the user to login to SecureSync. The user will be prompted to create a new password upon a successful login.
New User Image Step 4

Step 4: Complete the following information:

A: Authorization Levels

  • Interaction Authority, may be created by a user with E-level authorization.
  • DR Authority, may be created by a user with DR4-level authorization.

B: Account Information

  • The country code, business phone and email address must be entered.

C: Customer Account Assignments

  • Select the account(s) to which the user will have access. You can select all or add individual accounts.Upon completion Select Submit.
New User Image Step 5

When the user has been successfully added, you will see this message

New User Image Step 6

Step 6: 

Once the user has been successfully added, the system will send out two confirmation emails.

  1. SecureBase will generate an email and send it to the new user that includes their user name and password
  2. A confirmation email to the requestor.

Update User DR Image Step 1

Step 1: From the main SecureSync menu select Authorization > Search Users.

Update User DR Image Step 2

Step 2: Enter the search criteria and select Search.

Update User DR Image Step 3

Step 3: Select the user name to view user's detailed information.

Update User DR Image Step 4

Step 4: Click on the Account hyperlink. (You will be able to select “All Accounts” on the next screen.)
Update User DR Image Step 5

Step 5: A confirmation email will be sent to the requester and updated user.

Update User DR Image Step 7

Step 5: A confirmation email will be sent to the requester and updated user.

Update Own User Details Image Step 1

Step 1: From the main SecureSync menu select Admin > Edit My Info.

Update Own User Details Image Step 2

Step 2: These updated user details will be applied across all accounts:

A. Contact information that applies to all accounts.
B. Security information - SecureSync login password and challenge question and response.
C. Reset Authorization Number - the ability to regenerate your authorization number. This will also modify the PIN number (first four digits of your authorization number).
Once completed, click Submit.
Update Own User Details Image Step 3

Step 3: To make updates to an individual account click on the Account hyperlink.

Update Own User Details Image Step 4

Step 4: This page allows you to make account changes that can be applied to individual accounts for which you have authorization or choose 'Select All' to apply updates across all accounts

Upon completion select Submit

Update Own User Details Image Step 5

Step 5: Select Yes, to apply the updates to all selected accounts.

Update Own User Details Image Step 6
Step 6: You will receive a confirmation message stating that your updates were successful for the selected account(s).

Remove User Image Step 1
Step 1: From the main SecureSync menu select Authorization > Add User
Remove User Image Step 2
Step 2: Enter the search criteria and Select Search.

Remove User Image Step 3
Step 3: Select the user name to view the user's detailed information.
Remove User Image Step 4
Step 4: Click on the Account hyperlink. (You will be able to select “All Accounts" on the next screen.) Upon completion select Submit
Remove User Image Step 5
Step 5: Select the Account(s) that you would like to remove the user from and click Submit. (You also have the option to Select All Accounts)
Remove User Image Step 6
Step 6: The confirmation page shows that the user was successfully removed from the accounts(s).
Remove User Image Step 7
Step 7: A confirmation email will be sent to the requester. The impacted user will only receive a confirmation email if the requester was unable to completely remove the user from the account. The confirmation email will contain the updated authorization.

Update User Interaction Auth Image Step 1
Step 1: From the main SecureSync menu select Authorization > Search Users.
Update User Interaction Auth Image Step 2
Step 2: Enter the search criteria and select Search.
Update User Interaction Auth Image Step 3
Step 3: Select the user's name to view user's detailed information.
Step 4: Click on the Account hyperlink for the user. (You will be able to select “All Accounts” on the next screen.)
Update User Interaction Auth Image Step 5
Step 5: Revise the Interaction Authority levels. Select the Account(s) for which you would like to update the user Interaction Authorization and then click Submit. Here you also have the option to select “All Accounts.”
Update User Interaction Auth Image Step 6
Step 6: The confirmation page shows that the user was successfully updated on the selected account(s).
Update User Interaction Auth Image Step 6

Step 7: A confirmation email will be sent to the requester and updated user.

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