Create a User
From the admin page, click on Users below Users & Roles.
Click Add User
The minimum required information necessary to setup a user is the Username and Email. Both should be set as the same and will be by default. It is recommended that a user sets their own unique password so therefore this step may be skipped. First Name and Last Name should be entered also. Refer to Automated User Provisioning & Hierarchy Best Practices to learn more about setting up and maintaining Users automatically.
Roles & Privilege settings are available to control which content the user may have access to. Upon initial setup of SuccessPro, there is only one Default Content Group. As content grows within SuccessPro, additional Content Groups are likely to be created. The flexibility to only enable certain content to select groups of users may be controlled here. One or many Content Groups may be enabled for a user. Refer to Metrics for more information on when to set Adjustment User. Do not check this box unless this user exists for Metrics.
Access Keys are simply the “grouping of users.” Each user in SuccessPro may be placed in a single Access Key. For example, “consultant Jane” may be placed in a “Home Office” access key, and “advisor John” may be placed in Zone A. “Advisor Dorothy” may be placed in Zone B. Refer to Access Keys for more setup information.
Roles may be set for each user. Most users are not assigned any Roles. This is because advisors/end-users will utilize SuccessPro default features such as taking Assessments, completed Goals/Roadmaps, attending Meetings, &/or updated their firm Metrics. Users within the organization that are assigned the responsibilities of working with advisors, such as consultants, coaches, relationship managers, program managers, & other home office type users, should have Manager in Roadmap, Manager in Metrics, and On Manager Performance Reports set. These enable the Coach Menu features and other management type features from the home page that allow the user to “work with” advisor users. The Executive role will enable an additional feature on the home page that often includes high level quantitative data displayed on Tiles. Other admin roles may be set here depending on the level of permissions needed for that user. Admin roles should be enabled on a limited basis and is recommended for that user to complete training prior to receiving such permissions. Click Save after the user form has been reviewed.
After a user form has been submitted, admins may revisit that user form to administer the user further. This may include enabling roles (if updates are required), Access Key Management, setting Default Access Keys, or assigning the user to a Team.
Access Key Management functionality will Enable specific Access Keys in which that user may “work with.” For example, if “consultant Jane” needs to work with a group of users within an Access Key, her user should have that Access Key enabled under Access Key Management. If this is not enabled for her user, then she will not have permissions to search and “work with” users placed in that Access Key.
Users with “manager type roles” such as Manager in Roadmap &/or Manager in Metrics will require the use of the Data Manager. The Data Manager is displayed from the home screen and throughout several locations of SuccessPro. It allows for the filtering of users by Access Key Groups, Access Keys, & User Tags. Defaults may be set by that user, but it is a Best Practice to set these initial defaults for that user. If this step is skipped by an admin, the user will simply be required to set their one defaults.