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CLIENT ADMINISTRATIVE PORTAL
Introducing Your New Client Administrative Portal (CAP) Several of our Clients have expressed strong interest in utilizing an online Administrative service portal to expedite some simple tasks, that normally require TST Support Desk assistance. The Clients wanted to be able to perform these tasks themselves in about the same amount of time it takes to initialize a TST Support Ticket. Also, they want any changes they make to be immediately effective. We listened. Now, we are providing you with your own customized Client Administrative Portal, where your Assigned Administrators will be able to easily do the following: • Add a New User Account • Disable or Delete an Existing User Account • Reset the Password of an Existing User (Automatically resets the Email Password on TST Provided Mailboxes) To set up your Portal, we request that you provide us with the names and contact information of the Primary CAP Administrator, along with a Backup CAP Administrator. We will assign Usernames and Passwords for those two people.
CAP Benefits and Uses In the next few pages, we will guide you (CAP Administrators) through the processes of: • Add a New User Account • Disable or Delete an Existing User Account • Reset the Password of an Existing User In this instructional document, we will use screen shots of a Demo Portal, along with step-by-step actions to be taken. This set of instructions will illustrate the simplicity of the processes. If you need more information / assistance, please contact the TST Support Desk at (601) 933-1118, Option 2 or at [email protected].
Accessing CAP Open your regular web browser, preferably Internet Explorer, Sign in and proceed to the Main Portal Screen (Details on the next page). Only the Primary and Backup assigned CAP Administrators will have a Username and Password. The link to the sign-in screen is: https://panel1.mysolutionsteam.com:4444/Default.aspx?pid=Login&ReturnUrl=%2fDefault.aspx%3fpid%3dHome Your User Name will be _______________________ Your Password will be ________________________ Enter the username and password provided to you by The Solutions Team. If you do not remember your user name or password, please contact the TST Support Desk at (601) 933-1118, Option 2 or at [email protected].
Log In Screen This is the screen for CAP Administrators to log into the CAP system.
Enter Your Username and
Password Here and Click “Sign In”.
Main Portal Screen – User Accounts This selection will take you to the screen where you will be able to add a User Account, reset a User Account password,
remove a User Account.
Click on “Users”
User Screen This screen shot shows all the User Accounts in your TST Hosted system.
Actions for Existing Users: • Disable a User Account • Re-enable a User Account • Delete a User Account • Reset an Account Password
Actions: • Create New User
User Screen – Choices This screen shot shows how you can initiate changes to the User Accounts in your TST Hosted system.
Actions: Create New User Account
User Screen Add New User Account
User Screen Add New User
Actions : Create a New User
Account Complete the Empty fields
& Click “Create User”
User Screen – Edit Existing User Account
Actions: Edit an existing User
Account Click on Account to be
Edited
Actions: Complete the
Process Complete “Save
Changes”
Edit An Existing User Account This screen provides multiple change capabilities for Existing User Accounts - Reset Password / Disable User / Change
User Display Name
Complete & Click Click “Set Password”
Actions: Change User Account
Password Enter New Password
Actions: Disable User – Click “Disable
User”
NEVER, EVER Click this Checkbox
What Not To Do! Existing User Account
Click on the User Account “Garbage Can” Icon to
Completely delete the User Account
User Screen – Existing Users – Delete an Account This screen allows you to delete an existing User Account.
CLIENT ADMINISTRATIVE PORTAL
Thank you for taking the time to review this set of instructions. By using these tools, you are now in control of many day-to-day changes for your Users. These tools will allow you to make changes faster and when you
want them enacted.
