User Administration and Security

Administrators in Diligent Entities can add, manage, and remove users, and control their access to features and functionalities.

Managing users

Entities administrators can add users in Diligent Entities by creating user accounts and setting up passwords. Users who receive an email invitation can then create their own password and sign in to Entities.

To find out more about the initial setup of user accounts as an administrator, see the following:

• Create user accounts

• Add email address to user details

• Verify email address to access the Help Centre

• Unlock a user account

• Logon troubleshooting

Entities administrators are separate from the Diligent One Platform administrators. To learn how to add and change administrator rights in Entities, see:

• Add or change administrator accounts

• Transfer administrator account to another user

Administrators can also manage user details and deactivate or remove accounts. To learn more, read the following:

• View users

• Change user password

• Create a password reset link

• Change user preferences

• Deactivate an account

• Hide a user

• Enable the Contact Support option for users

Managing access

As an administrator, you have precise control over what users can access in Entities. To streamline access management, you can assign roles to users and group accounts to bulk-change permissions.

To learn about managing access with security groups, see Security groups.

To find out how to manage access with user roles and user role rights, read the following:

• User roles

• User role rights

To learn about access restrictions administrators can apply in Entities, go to:

• Restrict access to user-defined fields

• Restrict access to user-defined menus

• Restrict access to addresses

• Restrict access to reports

• Restrict access to data libraries

• Restrict access to data library fields

Managing security settings

As an administrator, you can add and manage additional layers of security within Entities. To find out more about configuring security, see:

• Set up Multi-Factor Authentication

• User policies

• Auditing user policies

Managing AI features

If your organization has adopted AI features in Entities, you can configure these features and manage access to them.

To find out how to control user access to AI features and configure the related settings, go to Managing AI features.