GFI Accounts Portal allows users that are members of the Accounts administrator groups to manage users for their account. By default, the primary contact for an account is a member of the Account administrator group. This article gives information on how an administrator changes group membership for users in their account.
Not being able to see client and customer information in the Accounts Portal is an indicator that you are not an administrator in your group.
Log-in in with an administrator account in the GFI Accounts Portal.
If you can log into the GFI Accounts Portal and see who is the Primary user, you can request from that user, in your company, to change your group membership. In the Screenshot you can see we are logged in as New User and by the silhouette image by the second user that the second user is the Primary user. The primary user for your account should be contacted for any account changes.
To change the group membership for a user:
- Log in to the GFI Accounts Portal.
- Go to Home > Users linked to your account.
- Select the ellipsis that is to the right of the user you want to change group membership.
- Select Edit.
- Under the Roles tab select a group from the dropdown:
Group Description Users
Users can login to the GFI Accounts Portal, but cannot perform administrative tasks.
Account Administrators Users with full permissions on the GFI Accounts Portal. Members of this group can add, edit or remove users and execute other administrative tasks like purchasing a new product.
- Click Save.
To confirm the changes were made, you can edit the user again and verify the group removal or have the user login to the GFI Accounts Portal and confirm they have the correct privileges.