This page explains how to set up and manage users in Class. This process involves sending an email invitation to a new user so they can access the business, brand or fund.

Adding a New User

Navigate to Business Level > Business > Maintain users

1. Click the New User button
2. Enter Email Address
3. Enter First Name
4. Enter Last Name
5. Select the Relationship from the drop-down menu
6. Click Submit
   
   

Once submitted, a confirmation message will show confirming that the email invitation has been sent to the user.

Access Controllers will receive a copy of the email invitation sent to users for access into Class. This way if the user doesn't receive the email the Access Controller can then forward it on.

All users will also need to set up Managing Multi-Factor (MFA) Authentication   to access Class.

Restricting a User's access

By default, when you send an email invitation to a new user, the Access To field will show the business code.

To restrict a user to a specific brand:

1. Add a forward slash ( / )  next to the business code (A full list of all the brand codes in the business will appear for you to select)
   
   

To restrict a user to a specific fund:

1. Add a forward slash ( / )  next to the brand code (A full list of all the fund codes under that brand will appear for you to select)
   
   
2. Select the fund
   
   

Activating a New User's access

The new user will receive an email from noreply@class.com.au, next they will then need to click the link in order to activate their access:

The following screen will open up - enter a password and click the I Accept button:

You will then be redirected to the MFA set up screens.

Removing a User

Navigate to Business Level > Business > Maintain users

1. Click Revoke (Under the Invitation Status column)
   
   
2. Click Ok
   
   
3. Access should now display as Access Suspended
4. Click Remove (Under the Role tab)
   
   
5. The user details will then be deleted from this screen.

Adding Users in bulk

You need to be an Access Controller to be able to complete this function.

Use the following excel template if you want to import users into the maintain user screen in bulk.

Below is an example of the format and fields to complete.

To upload this to Class click 'Upload File' in the Maintain User screen.