• Manage organization

  Organization management is done by the user with administrator rights. You can see who has which role in your organization and the corresponding (default) rights and viewing rights in portfolios. You can also see which portfolios are active. Manage multiple organizations It is possible to manage multiple organizations, but you need to have administrator rights for these organizations. When opening User Management you are first asked to choose the organization for which you want to perfrom aSome readers

• Change role

  Has a user finished their program or do they need to receive a new role? If so, change the role. To change an account's role, follow these steps: Navigate to User Management Search through All Users in this organization for the user whose role you want to change Choose Change role Select the appropriate role for the different types of portfolios that (may) be active in your organizationSome readers

• Add new users

  When a new user comes to work in your organization, you can add them as a new user. Depending on the role you give them, they will have access to the portfolios in the organization or they can start using their portfolio. More information about access can be found here: Roles & Rights To add a new user, follow these steps: From the dashboard, go to User Management Use the green Add new user button Select de deSome readers

• Temporarily deactivate portfolio

  The portfolio can be temporarily deactivated in case of leave, absence or other reasons where the training is temporarily stopped. To temporarily deactivate a portfolio, follow these steps: Go to User Management Click on the user whose portfolio you want to deactivate Click on Temporarily deactivate next to the appropriate portfolio Then click on The portfolio is temporarily deactivated When temporarily deactivating a portfolio, billing is temporarily stoSome readers

• Billing

  Billing is based on the number of active portfolios managed by the organization. A portfolio is immediately active from the moment of its creation. A portfolio is always managed by one program. Usually, this is the organization that created the portfolio (or where the portfolio was created at launch), but the billing of a portfolio can also be taken over. The number of active portfolios is determined on the last day of each month. Through User Management you can find an overview of the active pSome readers

• Delete user

  If the user is no longer working in the organization then you can remove them from the organization. By doing so you only remove the user's role in the organization and not the user's account. You can do this by following these steps: Go to User Management Go to Users in this organization Select the person to be deleted Use the button Remove from organization This will remove the role and the rights of the user in the organization. It also removes the person from thFew readers

• User Management vs. Access Management

  The User Management of the organization is not the same as the access you see on your dashboard. In a organization's user management, you see all the Reconcept EPA users who have a role in the organization. Based on the role in the organization, they can access a portfolio with the associated privileges and permissions that come with the role. Access to a portfolio is in the hands of the portfolio owner. On your dashboard you can see all the portfolios you have access to. AFew readers

• Complete portfolio

  When the portfolio owner has finished the training his/her portfolio can be completed, this also stops the billing. When the portfolio is fully completed and the last forms are approved, the organization administrator completes the portfolio. The portfolio owner can then view the portfolio for another 5 years and export the portfolio if necessary. Finalizing the portfolio works as follows: Go to the User Management and click on the user in question. Then click on ( TemporarilyFew readers

• User data changes

  As an administrator, you have the authority to change users' personal data. However, this is only possible if the user in question has not yet started using his or her account. Otherwise, only the account owner him or herself has the authority to change his or her personal data. For example, you can change the email address of a user you have added to the organization, e.g. if you have made a typo in the email address. To do this, navigate in user management under Users in this organization *Few readers

• Roles & Rights

  The role you set for a user determines the authorizations and access rights in portfolios. The training determines in advance which roles get which privileges and access rights. It is therefore important that you always give the correct role to a user! With maximum authorizations you can change levels of competence in portfolios and only persons who are authorized to do so may grant this. The details of the different authorizations and access per role can be found at Add new users (https://helFew readers