Can I add new users to the TransactAPI admin panel?

You can set up users through the TransactAPI Admin Panel.

First, navigate to the Administrative View from the Admin Panel Dashboard. Select Client User, followed by Add Client User.

Second, enter Client User's information onto the form, ensuring all required fields are complete.

Name of User - First and last name of new Client User
Firm Name - Name of firm to associate new Client User with.
Email - Email address of Client User that is to be used for login and password reset
Phone - This is an optional field, but can be used to receive a one-time SMS code for two-factor authentication instead of Google Authenticator.
View all Offering Data - Selecting Yes gives the Client User access to all offerings associated with the Client. Selecting No offers a dropdown menu in which specific offerings can be selected for access.
Create / Edit Users - Selecting "Yes" allows the new user to create and edit other users. This should be defaulted to No unless necessary.
Allow Principal Review - No should be selected unless Client User is a representative of the broker/dealer of the offering.
Allow Export - Allows the user to export data from the system
Access Level - View Only or View and Edit can be decided on a case by case basis
Send Password Set Up - By selecting this box, the password setup email will be sent out upon successful account creation. If not selected, the option to send the password setup email will be available on the View Client Users page. (see example below)

Finally, set the user permissions.

Grant Default Access will set your new user up with minimum scopes to perform basic functions on the TransactAPI dashboard. Adding Export, Job, and Permissions will allow the user to access the export module and assign permissions for other users in your environment.

Then navigate to the Legacy Permissions tab and select the Grant All Legacy Permissions checkbox. This will enable access to all background functions for the user. If you want to restrict functionality for a user, you can open the detailed permissions page and hand select functions.

PLEASE NOTE: please reach out to techsupport@northcapital.com if your user needs to be able to use the new export module or the new trade review module.