Manage User Access and Account Setup in WhatIF
User management in WhatIF enables you to create user accounts and define the level of access required for each user. By providing the appropriate user details, assigning product access, and configuring permissions, you can ensure that each user has access to the features and functionality relevant to their role. This section explains how to create a new user account and configure the associated product access and permissions in WhatIF.
Log in to WhatIF
Open the provided WhatIF application URL to access the login page and begin the sign-in process.
Enter Login Credentials
Enter the admin username and password in the respective fields to authenticate your account and access the WhatIF application.
Note: To create users and manage their roles, product access, and permissions, you must have admin-level credentials.
Sign Into the Account
Click the Sign In button to authenticate your credentials and access the account dashboard.
Add a New User
From the dashboard, click Add User to begin creating a new user account. This opens the user setup page where you can enter the user's details and configure their access.
Configure User Profile and Permissions
Enter the required user information and configure the appropriate product access and permissions. The information provided establishes the user's account and determines the functionality available to them within the WhatIF application.
Provide First and Last Name
Enter the user's first name and last name in the respective fields. Providing accurate information ensures that the user can be correctly identified throughout the application.
Enter User Email Address
Enter the user's email address in the Email Address field. Ensure that the address is accurate and corresponds to the intended user account.
Set User Password
Enter a password in the designated Password field and re-enter the same password in the Confirm Password field. Ensure that both entries match and comply with any password requirements configured for the application.
Assign Product Access to a User
Select the products that the user should be permitted to access. Product access determines which areas and functionality of the WhatIF application are available to the user.
Define Permissions
Configure the permissions associated with the user's account. Permissions determine the actions and functionality the user can perform within the WhatIF application. Assign permissions according to the user's responsibilities and required level of access.
Save the New User
Review the user's profile information, product access, and permissions to ensure that all details are accurate. Click Save User to create the account and save the configured access settings.
Access User Profile
After the user is successfully created, the new profile is added to the list of users available from the dashboard. Select the user from the list to access and review their profile and configured access details.
