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Users

Users

1. Introduction

The Users module is designed to facilitate user management within the system. To access Seamless, end-users are required to have an account or a username, which can be created by tenant owners or any users with permissions to manage users.

2. User list

Clicking on the "Users" menu will open up the "User list" screen, as depicted below.

Field

Description

Field

Description

Action

The following are the actions that you can perform on a user account. Further details can be found in the sections below.

Display name

The displayed name in the user profile.

Username

The username used for logging into Seamless.

Email

The registered email address of the current user.

Created date

The date when the current user was created.

Has site access

Whether the user has access to Seamless or not.

  • The field can be "No" when the user's permission has been revoked or when the user hasn't accessed Seamless for the first time.

3. Invite a user

When you click on the "Invite User" button in the User list, it will open the Invite user dialog. You will be required to fill in all the necessary fields (marked with a *) to successfully invite a user into Seamless.

image-20240327-060557.png

Field

Description

Field

Description

Username

The registered username used for logging into Seamless must consist of letters (a-z), numbers (0-9), underscores (_), dashes (-), and periods (.). Other characters won’t be allowed in the name

Display Name

Can be any text

Email

This is the email the user uses to receive a temporary password. Please input a valid and existing email.

Assign role

The role that your invited user will have

Organization

The organization that the invited user is blowing to

The user's organization will determine the level of data access. Members belonging to a child organization, commonly used for brokers or external parties, may face restrictions in viewing certain data.

Language

The language is what users will see in the app.

Seamless currently supports three languages: English, Swedish, and Norwegian.

Phone number

The phone number of the invited user

After successfully inviting the user, they will receive a welcome email from Seamless containing their username and a temporary password. They are then required to log in to Seamless to set a new password.

4. Edit user

There is an option to update user information in Seamless. Please note that the username cannot be altered.

5. Re-invite user

For users without site access, you can reinvite them by clicking the icon image-20240328-091900.png . This will trigger another email invitation containing the username and a temporary password.

6. Revoke site access

With the user unable to access Seamless, the icon image-20240328-091639.png will be displayed. Clicking on it will grant the user access to Seamless.

With the user accessing Seamless, the icon image-20240328-091714.png will be displayed. Clicking on it will revoke the user's access to Seamless.

7. Search & Filter

You can search for a user in Seamless by their display name or username.

 

If you would like to request an article, drop us a mail at seamless.support@seamless.insure

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