Account Admins can use the Users tab in the Account Manager tool to view a list of users, and to edit users’ access and authentication levels.
User Section Overview
The Users section displays a complete list of all users who have access to log in to your Filevine account. This does not mean that the user has permissions in an Org within your account, just that they can log in.
The top of the section displays the number of users, the number of products assigned to the account, and the number of accounts that have multi-factor authentication (MFA) enabled.
The user table below displays a list of users and the following information:
- name
- products that the user has access to
- login type (password or SAML)
- Admin status
- Active status
- MFA status
Filters
You can filter users by all columns except their names. Filters can be stacked. For instance, you can use the Products filter to view all users who have access to the Copilot product and have Account Admin access.
Edit User Access
Clicking into a user’s row opens the User Details flyout, where you have options to edit the user’s access and authentication methods.
Grant or Revoke Access
The products each user has access to are listed in the Products column of the table. Users can be granted access to:
- Filevine
- LeadDocket
- Vinesign
- Client Portal
- Copilot
Access to Filevine, LeadDocket, and Vinesign is managed in their respective applications. Access to Client Portal and Copilot can be granted and revoked here.
To grant a user access to Client Portal or Copilot, click Edit next to a user’s Products section and then select the products you’d like to grant from the dropdown. Click Update.
To revoke access, click Edit next to a user’s Products section and click on the “x” next to the product. Click Update.
Grant and Revoke Account Admin
Users with the Account Admin permission will have a shield icon in the Admin column of the table.
To grant Account Admin access, click on the edit icon in the last column of the table. In the User Details flyout, click Grant Admin Access. When the access is granted, a shield icon appears in the Admin column for that user.
To revoke access, follow the same steps: click on the edit icon and select Revoke Admin Access. The shield icon no longer displays for that user.
Disable MFA
Account Admins can disable multi-factor authentication for users. Disabling MFA is useful when the authentication device is unavailable. As soon as the user can log back in, Filevine recommends re-enabling MFA.
To disable MFA, click on that user’s edit icon and select Disable MFA in the flyout.
Set Temporary Password
When Account Admins want to require rotating user passwords, they can use the “set temporary password” option. This option will require the user set a new password the next time they log in.
To set a temporary password for a user, click on that user’s edit icon and select Set Temporary Password in the flyout
Disable/Enable User
Disabling a user prevents a user from logging in again without affecting any of their permissions in the Filevine application. This aciton does not disable active sessions, but it will prevent an employee from being able to log in next time they are required to.
To disable, click on that user’s edit icon and select Disable This User in the flyout.
Bulk User Actions
You can also perform most of these actions for multiple users at once. Select the users you would like to perform an action for, and then click Action to open the bulk actions dropdown. Each action in the dropdown also includes an indication of how many users the action will apply to.
For example, if you select three users, and one is already an Account Admin, then the Grant Admin Access action will affect two of the three users.
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