User Management

1. Can a user access more than one product?▸

Yes. Users can be assigned access to multiple products based on their responsibilities.

2. What happens if a user is not assigned to a product?▸

The user will not be able to view or work with data, scenarios, books, or reports associated with that product.

3. Can permissions be changed after a user is created?▸

Yes. Administrators can update product access and permissions at any time.

4. Why can't a user see a scenario, report, or book of business?▸

This is typically because the user does not have access to the associated product or lacks the required permission.

5. What is the difference between "Create Scenario" and "Execute Scenario" permissions?▸

Create Scenario allows users to build and save scenarios. Execute Scenario allows users to run scenario calculations and generate results.

6. What happens when a user is deleted?▸

The user can no longer access the platform. Historical scenarios, reports, and audit records remain intact.

7. How can I quickly find a user?▸

Use the search bar to locate users by name or email address.

8. How do I know which products a user can access?▸

The User Management screen displays all assigned products under the Mapped Products column.