- Manually Adding External Login
Enter Email and Password
Click on ACS Management
Click on Users and Permissions
Select the “External Login” option”
click on “New login”
Complete the information in the form and then click the ‘Save’ button
The newly manually added external login will be reflected
2. Edit an External Login Manually
Click on “Users and Permissions”
Within “Users and Permissions”, navigate to “External Logins'”
Click on the edit icon to access the functions to edit
Edit desired data followed by clicking the “Save” button
Note: The permissions available to a super delegate user are “Can Prepare” and “Can Approve”. The former allows generating reports, and the latter enables approving reports, all within AxosMoney®.
The changes made will be displayed on the external login homepage.
3. Upload/Update External Login with File
Click on “Users and Permissions'”
Select the “External login” option
On the “External login” screen, we select the “Upload file” button.
Click on the “Download layout” button to start downloading the file
Complete the layout data and save changes to the document.
Note: Allowed file formats are .txt and .csv, therefore the layout must be saved with one of these two extensions
Click “search on your computer”
Select the layout or complete file with the data and click on the “Open” button.
Click “Save” once you have verified that the file has been successfully uploaded
The successful upload message will be displayed, and the records or changes in the file will be reflected
Note: If a user in the document already exists, the system will be updating the information of that user.
4. Add/Update external login in bulk
Click on “Users and permissions”
Within “Users and permissions,” go to the “External login” section
Select the “Massive Update” button
Select the corresponding filters (company, system, users without external login) to perform the bulk update
Note: If you activate “View users without external login,” users without external login will be displayed. If you want to update users with external login, deactivate it to view them according to the filters.
Click on the “Search” button to see the results of the previously selected filter
Enter data in the “Change system” and “Change domain” fields
Select which permissions will be granted to the users
Select the users to whom the previously indicated changes will be applied
Click on “Preview”
It will display a preview of how the changes would appear to the users
Verify the changes in the preview and click on APPLY to apply the changes
Note: If you need to make changes, you can click on “Restore” to stop previewing or click on “Clear” to clear the filters
Click on “Yes” in the confirmation message for the changes.
A message will appear indicating that the changes have been successfully applied
5. View users without external login
Click on “Users and permissions”
Within “Users and permissions,” navigate to the “External login” section
To view users without external login, click on “Add filter”
In the filter, select “View users without external login”
The search results are displayed
6. View user with external login for a particular system
Click on “Users and permissions”
Within “Users and permissions,” navigate to the “External login” section
Click on “Add filter”
Select “system,” and it will display the options for the system
The results for the selected system are displayed
