Managing All Users

The All Users feature allows you to manage users across tiers, including adding users to tiers, assigning access levels, and editing limited users' personal information.

Important: If your organization uses NAVEX One, your NAVEX One Platform administrator may need to manage many of these settings.

The All Users feature also allows you to email login details to individual users and apply templates to user profiles.

Sending Login Details to Users

1. From the navigation menu, select Admin.
2. Select User Admin > All Users.
3. Select the check box next to the desired users.
4. Click Email.

   Important: Do not change any text between %, such as %LoginLink%, %RecipientName%, and %RecipientUsername%. The system fills in the correct information for each user when you click Send. If you change this information, the user will not know how to sign in to EthicsPoint Incident Management.

5. Click Send.

Applying User Templates

1. From the navigation menu, select Admin.
2. Select User Admin > All Users.
3. Select the desired users.

   Note: You cannot add system administrators to user templates.

4. Click Apply Template.
5. Review the users, and then click Next.
6. Select a user template, and then click Next.
7. Review the Tier Access and Automatic Case Assignments for this template, and then click Next.
8. Click Yes to apply the template to the users.

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