Managing User Access using Microsoft Authentication

Managing User Access using Microsoft Authentication

When using Microsoft Authentication user permissions are managed through the Client Sense interface.
You must be a Client Sense Admin user to perform the following tutorial

  1. Log into Client Sense as an Admin
  2. Click the top right dropdown menu and select Manage Users

  3. A list of all users in your organisation will be displayed in the table with their initial role set as blank or Non User / Relationship Manager (depending on version)
  4. To change their role click Edit against their name and choose a role from the dropdown menu

  5. Set to User or Admin to grant access to Client Sense. If a user is to be a relationship manager only then leave their role as blank and assign them as a relationship manager within Relationship Management
  6. Click Save