Team members who will need access to your Sera Admin Portal will be created and managed within the Users section.
To streamline the creation process and maintenance of your account, Sera has pared down user permissions to three levels:
Super - has access to all areas of the system
Admin - has access to all areas of the system with the exception of Company Settings, Company Marketplace, Company Customization and Company Users. They will have access to a tab called Admin Settings which will allow them to update their own login (email and password, and also to update their email receipt preferences)
CSR - has access to most reports, To-Do list, Customer Service and the Dispatch Board
Adding a new user
To add a new user to your Sera Admin Portal, click Company --> Users
Then select the + Add Admin button in the upper right-hand corner.
You will be prompted to enter several fields:
Name - This is the name that will display within the system for this user in audit logs, reporting, and notes.
Email - This is the user's login for your Sera Admin Portal
Access Level - what permissions they have in the system
Note: Select the Receives Emails box if you would like this user to receive system-generated emails from your Admin Portal. Please see our article on the Communications Manager for details about these emails.
Selecting the Create Admin button will create the user account and will send them an email to create a password. The link in this email is valid for 12 hours.
Resetting a password for another user
If you need to reset a password for another user, you will go to the Users tab under Company and select their name. Select the Edit button and then select Send Password Reset Instructions. This will send a new reset password email to their email address on file. The email will contain a link for that user to select a new password. This link is valid for 12 hours.
Resetting a password for your own login
There are two ways to reset your own password.
If you are not logged in to your account, you will select the Forgot your password? hyperlink on the login page and enter the email address on file. This will email you a new link to reset your password. This link is valid for 12 hours.
If you logged into your account, your reset password options will vary by permission level:
CSR - will need to contact a Super to reset their password
Admin - will go to Company --> Admin Settings --> Change Password
Super - will go to Company --> Users --> select their name --> Edit --> Change Password.
The next time that the user logs in, they will use the email address on file and this new password.
Deactivating a user
Sometimes, companies need to deactivate users in their Sera accounts. Under Company ---> Users, select the user that needs to be deactivated. Click on Archive to achieve the user.