Overview: To assist admin users in navigating the Admin Centre within the Active Platform to set up users, manage licences, and configure user access for Active products.
Accessing the Admin Centre
Navigate to the Active Platform home page.
Click on your name icon and press Admin Centre.
Click on Users & License Management under the Firm section in the Admin Centre.
Users
Managing existing users
Selecting the Users tab along the top will show all existing users and their relevant license details including role and product licenses.
Bulk actions
If you wish to edit or configure the permissions of more than one user, simple select the checkboxes to the left of all appropriate users you wish to bulk edit and select the action accordingly.
There are multiple bulk actions the admin users can perform including:
Sending an invite;
Activating users;
Deactivating users;
Adding licenses; and
Removing licenses.
For example, if you wish to change the user licenses for a particular group of users, select the checkbox for them and click Bulk Add Licenses.
Select the relevant products you wish to add to the user, for example, Active Workpapers and Active Ledger & Reporting, and click Update All. This will save you having to manually adjust each user.
Individually
If you wish to only edit or configure the permissions of one user, simple click into the relevant user, for example, Active Accountants.
Here, you are able to update the users details including:
Email;
Name;
Security role;
Offices;
Teams; and
Product licenses.
Update as you see appropriate, and click Save and Close.
Adding a user
Selecting the Users tab along the top will show all existing users and their relevant license details including role and product licenses.
To add a user, click + New User.
The below screen will appear.
The following table details the fields for completion.
Field | Description | Validation |
Register a User Account (checkbox) | By ticking this, the user will receive an email to set up a Business Fitness login. They will not have access to any products until you allocate them product licenses. If you untick this, the user will not receive an email and will not be able to set up a login for Business Fitness. They will be a user for reporting purposes only and will not take up any allocated licenses. | Optional |
User details including Email, First Name and Last Name | Enter the basic details for the user including their full name and email. | Required |
Code | If you wish for the user to have their own code, input here. | Optional |
Security Role (dropdown menu) | There are three types of security roles:
| Required |
Offices | A user must belong to an office. Once selecting + Add Office, a pop-up screen will appear where you must select the office, security and user roles (if applicable).
| Required |
Teams | A user can also be assigned to a team. Once selecting + Add Office, a pop-up screen will appear where you must select the team and security. | Optional |
Licenses (checkbox) | This area will show Business Fitness products your firm is licensed for. Tick the products this user is licensed to use. Ticking these boxes will use up one of your firms user licenses. You will receive a message letting you know if you have no licenses available. You will then need to contact Business Fitness to purchase additional licenses. | Optional |
Once satisfied with all the details, click Save and Close.
License summary
Selecting the License Summary tab along the top will show a summary of products the firm is licensed for.
'Allocated Licenses' show the number of users that have been assigned a license to the designated product, while 'Total Licenses' show the number of licenses the firm has subscribed to.
If you are an 'Owner' user, you can click the edit button to increase your firm's user licenses for a product.
For example, by clicking on the edit button for Active Workpapers, 'Owner' users are able to request for additional licenses, by simply outlining the number of additional licenses required and the relevant email address, and clicking Confirm.
You are also able to view the Audit log to see changes made to your firm's product licensing by clicking on the dropdown below.
