Managing User Accounts

The RealAccess platform automatically adds users if you chose to use Single Sign-on (SSO) for user access.

If, instead, you added a customer domain, users can add themselves to the platform with their email addresses. If you chose neither of the previous two options for user access, you must manually add users.

When you add users manually, you must assign them a role, which determines what tasks they have permissions to perform within the platform. Users who are automatically added to the platform or who add themselves are automatically given permission only to view training videos. However, you can change the permissions for these automatically-added users later.

You can assign the following roles to users.

Table 1. RealAccess User Roles

Role

Available Functions/Menus

Notes

Admin

Analytics, Admin, Support, Assets, Meetings, Utilization, Performance, Capacity.

Access to administration functions and analytics.

Customer Admin

Analytics, Admin, Support, Assets, Meetings, Utilization, Performance, Capacity.

Should be combined with Customer Operator role for full functionality.

Customer Operator

Analytics, Support, Assets, Utilization, Performance, Capacity.

Should be combined with Customer Admin role for full functionality.

Videos

Videos.

Can view endpoint training videos only.