This page explains how to set up and manage users in Class including:
- Adding a New User
- Navigation
- Restricting a User's access
- Activating a New User's access
- Removing a User
- Resetting Multi-Factor Authentication
- Adding Users in bulk
- Exporting Users
You need to be an Access Controller to be able to complete any function in this article.
Adding a New User
Navigate to Business Level > Business > Maintain users
- Click the New User button
- Enter Email Address
- Enter First Name
- Enter Last Name
- Select the Relationship from the drop-down menu
- 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.
Navigation
Navigate to Business Level > Business > Maintain users
The Maintain user screen has a Search field on the top left corner and pagination controls on the right corner.
- Search for a user by entering a minimum of 3 characters from Username or Name in the Search field. The search covers all results that contain the search criteria across all pages.
- Use pagination controls to navigate between pages to view more records in the user list.
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:
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- 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)
- 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)
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To restrict a user to a specific fund:
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- 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)
- Select the fund
- 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)
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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
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Click Revoke (Under the Invitation Status column)
- Click Ok
- Access should now display as Access Suspended
- Click Remove (Under the Role tab)
- The user details will then be deleted from this screen.
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Click Revoke (Under the Invitation Status column)
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Resetting Multi-Factor Authentication
Navigate to Business Level > Business > Maintain users
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- Click on Reset MFA next to the user in the Multi-Factor Authentication column
- Click on Reset MFA next to the user in the Multi-Factor Authentication column
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Adding Users in bulk
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.
- Then choose file from the source and click 'Upload User CSV File' to upload it.
Exporting Users
- Click on the Export button in the top left corner of the Maintain user screen to extract a detailed list of all business users as shown below: