A super user has the authority to add, remove and view users registered under the agency鈥檚 account. User accounts are managed under the Agency Account tab, located in the top navigation bar on the dashboard.
Remove a user from an agency account
The super user can deactivate a user profile if a user no longer requires access to agency鈥檚 WAIPS Portal account. For example, the user no longer works for the agency.
Outstanding tasks must be completed first as pending items will prevent the super user from deactivating the user profile.
The super user must complete the following steps to deactivate a user鈥檚 profile:
- Navigate to the agency user鈥檚 page by selecting 鈥淢anage My Team鈥 on right hand side of the dashboard under My Admin.
- Alternatively, click on 鈥淎gency Account鈥 located in the top navigation bar and select 鈥淎gency Users鈥. The page will provide a list of all users registered to the agency's portal account.
- The status of each profile is listed on the right side.
- Scroll down the list to the user profile that is to be deactivated. The status next to the user鈥檚 name should say Active.
- Click on the down arrow next to the user鈥檚 profile and select 鈥淒eactivate鈥. This will set the user鈥檚 status as Inactive, and they will no longer have access to the agency鈥檚 WAIPS Portal account.
- To reactivate the profile, click on the down arrow and select 鈥淎ctivate鈥.
Add a general user to an existing account
Only a super user or WA Industry Link staff can add new users to an agency鈥檚 WAIPS Portal account. Follow the steps below:
- After logging in, click on the 鈥淎gency Account鈥 tab located in the top navigation bar.
- Select 鈥淎gency Users鈥.
- To invite a general user to the agency account, click on 鈥+Create鈥, located next to the search button.
- A pop-up screen will appear. Enter the new user鈥檚:
- First Name
- Last Name
- Email address
- Once the pop-up form is completed, select 鈥淪ubmit鈥.
- The new user will receive an email with a link and temporary password to register for the agency鈥檚 WAIPS portal account.
