System Administration

Manage settings, users, and partners

Managing Your Personal Settings

Your Personal Settings include:

  • Profile:   Update your name and email address
  • Account:   Update your password
  • Security:   Set up two-factor authentication

To access your personal settings, do the following:

  1. In the top right corner, click the menu icon and select your name.
  1. Select an option in the left column based on your preference.
  1. Follow the prompts to update the information based on the option selected.

Reset Password

If you forget your password, do the following:

  1. From the login screen, enter your user name and then click Forgot password.
  1. Follow the prompts to reset your password.

Manage Users

Select Manage and then click Users in the left column. A list of users displays.

Use the filters at the top to sort the list by partner, client, and status.

Adding a User

  1. Select Manage > Users and then click Create.
  2. Enter the user’s information.

 3. Check the Active check box.

  1. Select a Role.
  2. Click Send welcome email.
  3. Click Save when you’re done.

Updating a User

To update a user’s information, click edit (the pencil icon) next to the appropriate name. Edit the fields as needed and click Save when you’re done.

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Note

To deactivate a user, deselect the Active checkbox.

Resetting a User’s Password

To reset a user’s password, do the following:

  1. Select Manage > Users.
  2. Locate the user in the list and click Edit.
  3. Select the checkbox next to Send welcome email. (The user will receive an email with a link to access the system. They will be prompted to update their password.)
  4. Click Save.

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Note

Users can also reset their own passwords from the login screen by clicking Forgot password.

Manage Partners

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Important

Depending on your desired hierarchy, partners can create sub-partners. This is restricted to Partner and System roles.

This is also referred to as a root partner. This function is restricted to System Administrators.

To set up a partner or sub-partner under your partner record, do the following from the Manage tab:

  1. Click Partners in the left column.
  2. Click Create.
  3. Enter the information requested for the required fields.
Field Description
Parent Partner Select partner from the drop-down list when applicable.

Note: You must select a Parent Partner when creating sub-partners.
Name Required. Enter the sub-partner’s name
Partner ID Required. Enter the Partner ID. Best Practice: Try using the partner name entered as one word in lower case. The value must be unique.

Note: Bluefin will assign a unique ID, Partner ID, to the partner.
Status Required. Select the partner’s status
Verification Phrase Optional.
Billing ID This is not required when creating sub-partners.
Contact Person Required. Enter: First Name, Last Name, Email address, Phone and User Name.

Best Practice: Use first initial and last name and email address for the user name. (Example: [email protected])

Select the Active checkbox to enable the contact person.

Note: A user record is automatically created for the contact person. By default, the contact person is granted the Partner User role.
Remember Devices Optional.
Two-factor Authentication Select the checkbox to enable two-factor authentication. When it is enabled, it will affect all users who belong to the Client or Partner record.
Welcome Email Select the checkbox to send new users a welcome email. This option is selected by default.
  1. Click Save when you’re done.

Manage Clients

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Note

This is restricted to Partner and System roles.

Adding Clients

To add Clients, do the following from the Manage tab:

  1. Click Clients in the left column.
  2. Click Create.
  3. Enter the information requested for the required fields.
Field Description
Direct Partner Required. Select the partner from the list.
Name Required. Enter the client’s name.
Active Optional. Select the checkbox to enable the client.
Billing ID Optional.
Mid Optional.
Contact Person Required. Enter: First Name, Last Name, Email address, Phone and User Name.

Best Practice: Use first initial and last name and email address for the user name. (Example: [email protected])

Select the Active checkbox to enable the contact person.

Note: A user record is automatically created for the contact person. By default, the contact person is granted the Partner User role.
Remember Devices Optional.
Two-factor Authentication Select the checkbox to enable two-factor authentication. When it is enabled, it will affect all users who belong to the Client or Partner record.
Welcome Email Select the checkbox to send new users a welcome email. This option is selected by default.
  1. Click Save when you’re done.

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Important

At the time a client record is created, a client admin user is also created. To add additional users, refer to - Adding a User.

To display the client after you enter it, make sure your partner name is displayed at the top of the page as shown here:

Editing a Clients Contact Person

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Important

Do not Edit the Contact Field. Instead, click Update Contact Person.

  1. Select Manage > Clients.
  2. Select the Partner from the drop-down list at the top of the page.
  3. Select the appropriate Client from the list. (Click the edit icon.)
  4. Scroll to the bottom of the page and then click Update Contact Person.
  1. Select the new contact person from the drop-down list. If the new contact person is not listed, you must create their user record first.
  2. Click Update when you’re done.

System Notifications

The Notifications banner displays as needed when alerts from the administrator are published. After reading a notification, you can select it and then click Dismiss to remove it. To hide the banner, click Continue. To review unread notifications, click the red notifications icon in the top right corner to see a list.

From Manage > System Notifications you can also review notifications and Dismiss them.


What’s Next
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