How to manage related users

This document will show you how to manage the associations made between users on senhasegura.

Create a related user

To add a Related User, follow these steps:

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Related Users
3. In the Related Users report, on the top bar, click on View actions, represented by three vertical dots, and in the drop-down menu, select New.
4. In the Related User window, fill in as follows:
   1. In the User drop-down menu, select the user for whom you want to create a Related User.
   2. In the Name field, enter the name of the user you want to relate to.
   3. In the Enabled option, select Yes to create the relationship as active.
5. Click Save.

Modify a related user

If necessary, you can change the information related to the association made. To do this, follow the steps below:

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Related Users
3. In the Related Users report, identify the association you want to change and, in the Action column, click on Edit, represented by the pencil and paper icon.
4. The Related User window will open in edit mode.
5. Change the necessary information and click Save.

Deactivate a related user

It is not possible to delete a related user. However, it’s possible to deactivate an association. To do this, follow the steps below:

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Related Users
3. In the Related Users report, identify the association you want to deactivate and, in the Action column, click on Edit, represented by the pencil and paper icon.
4. In the Enabled option, select No.
5. Click Save.

Reactivate a related user

Just as it is possible to deactivate an association, it’s also possible to reactivate it. To do this, follow the steps below:

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Related Users
3. In the Related Users report, on the top bar, select No in the Enabled drop-down menu and click on Filter.
4. Identify the association you want to reactivate and, in the Action column, click on Edit, represented by the pencil and paper icon.
5. In the Enabled option, select Yes.
6. Click Save.

Do you still have questions? Reach out to the senhasegura Community.