Sage Provisioning Portal - User Audit for Business Partners

Unassign users from a site

1. Open the Sage Provisioning Portal and login as normal.
2. You will firstly be presented with the site list page, you should only see the sites you administer, including customer sites belonging to your organisation.
   
   
   
3. Click the Site Name link to navigate to the site details page.
4. On the Site Details page, scroll down to the Users section which will show you who is currently assigned to the site and which role they have.
   
   
   
5. If there are any users in this list which shouldn't be, such as people who have left the business, they will need to be removed by clicking the 'x' icon under actions. This will unassign the user from the site so they don't have access to the software but will still remain as a user on the Provisioning Portal (the section further on in this article will detail removing from SPP entirely).
   The padlock icon is to lock users. This will disable a users access to the software without unassigning them from the site, you may use this if an auditor accesses the system from time to time.
    TIP: If you don't have any options under Actions, you will likely need to add the Partner Operations Agent role, users with only the Partner Administrator role don't have the option to unassign users, more info on roles can be found here. You can check what your current assigned role is by clicking your name in the top right hand corner of the website.
6. Clicking the Unassign button will produce the message below, click Yes and the user will be unassigned, usually within 30 seconds.
   

Remove users from the account

To remove user accounts entirely from the Sage Provisioning Portal website, follow the steps below.
 NOTE: Users can only be removed in this way if they aren't assigned to the site.

1. Open the Sage Provisioning Portal and login as normal.
2. Select Users from the Organisations drop down menu.
   
   
   
3. This will list all users which have been added to your account.
   
   
   
4. Here you can click to Delete a user under the Actions column or Lock a user. 
    NOTE: You can only delete a user from this list if they are not assigned to a site. 
5. Clicking a users name will open a view to display their current information and which role they are attached to.
   
    TIP: Here you can amend the role a user has by ticking or unticking, more info on what the different roles mean can be found here.  
    NOTE: Email address cannot be amended here, if a user does need to change their email, they would need to be removed from the Provisioning Portal and added with the new address. 

Amend a Users role

You may need to make alterations to a users role so they can either access more or less on the Sage Provisioning Portal, certain user type can add, amend and assign users whereas a Customer User role can't. More information on the different roles can be found here.

1. Open the Sage Provisioning Portal and login as normal.
2. Select Users from the Organisations drop down menu.
   
   
   
   
3. This will list all users which belong to accounts under your partner account.
   
   
   
4. Here you can click a users Name which will open the Edit User form from which you can tick and untick roles.