Only an Administrator User has access to the User Management screens of Agency
Administration. Other Users will not have access to this function. There are two ways of
accessing the User Management screens.
1. Click the My Account link at the top of your screen.
2. Click the User Management button at the bottom of the Organisation Profile screen.
Adding a New User
From the User Management Menu, first click on Maintain Users.
This will display a screen with a list of the existing Users at your firm. Click the Add New button
below this list to create a New User.
You will now see the Add User screen. From here you must now:
1. Complete the Personal Details section including a valid Email Address.
Important. The Email Address must be the same Email Address as the one that was assigned to the Unipass Certificate for that person. The Unipass Controller at your firm is able to look this up if necessary.
2. Now assign one or more Roles to the User. For DA firms:
o Select the Role Agency Admin: DA User if this person is going to create and
submit Requests
o Select the Role Agency Admin: DA Administrator if this person is going to
create and maintain other Users and the Company Profile
Editing User Details
In order to edit the details of an existing User, navigate to the Users list as described previously
and then click Edit against the required User record.
The User Details screen is displayed and from here you can amend the details that were entered when the User was created (Personal Details, Roles and Permissions). In addition, you can also amend their User Status.
A User Account can be Suspended from accessing the Agency Administration Service permanently. There are a variety of reasons why you may wish to do this, including:
1. They no longer work for your firm
2. They have moved to a new job role that does not require access to the Agency
Administration Service
To Suspend an account, follow the instructions above for Editing User Details and then change their User Status to Suspended. This User will no longer be able to access the service.