Management - User Management

Upon Initial establishment of a Manager-level Client User, the Manager-level User may then grant access to other Client Users, Remove Users and manage the level of User capability on a real-time basis.  

Functionality available on the User page are as follows:

Add User - Clicking within the +Add User section of the Users page, allows the Manager-level User to grant access to another User within the organization.  The Manager-level User will populate the additional User's First Name, Last Name, Email address, User Type (See below for description of User Types and their related Client Portal permissions)  and specification as to the User's receipt of Notification when Gemini completes a file.  Once all fields are populated within the Add User screen, the green Add User bar will activate, enabling the Manger-level User, upon clicking, to complete the establishment of the new User account.  Within five minutes thereafter, an email will be sent prompting the new User to log into their account and configure their password.

Remove User - By clicking (and confirming) the RED dustbin / "Remove User" next to the specific User desired for removal of complete Client Portal access.  Once Remove User has been executed, the User's inability to access the Client Portal is effective immediately.  Should the removed User be in use of the Client Portal upon execution of Remove User, the removed User will be immediately logged out upon next action attempt.

Enable User Multi-Factor Authentication (MFA) - Multi-Factor Authentication is a security mechanism in which individuals are authenticated through more than one required security and validation procedure prior to accessing the Client Portal.   The Manager-level User has the ability and option to require ALL User follow a Multi-Factor Authentication process OR require on an individual User basis.  Upon logging in, the Gemini Client Portal specific MFA will prompt the User to enter a code, which will be sent to the User's mobile phone number that was entered upon the User's initial profile set-up  (Should MFA be activated by Manager-level User after the User's initial password / profile set-up, the User will be prompted to configure his/her mobile number upon log-in).    By toggling ON (Green) the Enable multi-factor authentication for all users ALL Users will be required to follow the Multi-Factor Authentication process upon log-in to the Client Portal.   By toggling ON (Green) the MFA next to a specific User's record, that specific User will be required to follow the Multi-Factor Authentication process upon log-in to the Client Portal.

Search Users - Primarily purposed for Clients with a higher volume of Users, the Manager-level User has the ability to conveniently and efficiently search Users within their User directory, rather than scrolling or paginating.  Search criteria is performed by User Last Name or First Name.

User Type (Permissions) - Users page offers the ability for the Management-level User to assign levels of permissions for various functionality and page views on the Client Portal, on an individual User basis.  User Types and their related permissions are as follows below:

Manager 

• Access to all provider data
• Ability to edit data (dates, addresses, etc.)
• Access to all reports
• Access to Resources page
• Access to Billing pages
• Can submit via Upload pages
• Can provision API Keys
• Can manage FTP settings
• Can manage other Users, including MFA

End User

• Access to all provider data
• Ability to edit data (dates, addresses, etc.)
• Access to all reports
• Access to Resources page
• Can submit via Upload pages

View Only

• Access to all provider data
• Access to all reports
• Access to Resources page

*Last Activity will show when a particular User was last logged into the Client Portal action performed.