Objective

Activate the Permission Approval system for advanced security of your Group & Assets

1. What is Permission Approval?
2. Activate Permission Approval
3. Inviting Users
4. Approve/Reject Permission
5. Console > User History > Permission Approval

Details

1) What is Permission Approval?

• Permission Approval is an optional feature that allows Group Admin/Group Operators to review & confirm the users being invited before they gain access to the Group.
• It allows managers to fully own the invitations being made to the Group, for advanced security and control over subscription fees.
• Please note: activating the option may hinder new invitees from gaining instant access to the Group.

2) Activate Permission Approval

Permission: Group Admin / Group Operator

• To activate the Permission Approval for your Group, visit Console > Settings > Group Settings
• Click the Toggle to activate, and hit 'OK' on the pop-up modal
• Note: Permission Approval is turned off as default

3) Inviting Users

• When Permission Approval option is activated, status of the new member will be displayed as below.
  • Pending: indicates that the invitee has not created a CLO-SET account yet
  • Pre-approval: indicates that the Group Admin/Operator has not approved the permission yet
• When a new user is invited, Group Admin/Operator will receive a notification email to take action

• Once Group Admin/Operator approves the new member, they will receive an email notification, along with an access link

4) Approve/Reject Users

Permission: Group Admin / Group Operator

• Whenever a new member is invited to the Group, Group Admin/Operator will receive an email to approve the new member. Click 'Go to Use Administration' to proceed.

• In Console > Permission Approval > Pending Users  tab, click 'Approve' or 'Reject'
• Note: once approved, the new member will receive an email notification

5) Console > User History > Permission Approval

• On the Console > User History > Permission Approval tab, you can find the full list of approved/pending/rejected users

[All User Status]

Displays the full list of users invited to the Group (including approved, pending, removed)

• • Status of the accounts are displayed as one of the two:
    • Active: User accepted with access
    • Removed: User removed from Group
  • Clicking on the active user's account email to view Permission Management info for the selected account

[Pending Users]

Displays the list of requests that are pending/rejected

• Status of the accounts are displayed as one of the four below:

• Once the new member is approved, the user will be deleted from the 'pending users' tab (but continue to display on the 'all user status' tab)
• If the same user has been invited multiple times, approving the user on any 1 of the rows will automatically approve all requests