Managing User Access

RadiusCore features an account management system within Excel that Administrator accounts can use to manage access to their organisation’s RadiusCore subscription. For details on the account management platform and its features please follow the instructions below.

1. Select Manage User Accounts from the Administrator Dashboard.

   

2. In the account management screen that appears, you will see a list of Xero accounts that can be used to access your RadiusCore subscription. Any administrator account can allow access to a new Xero user account by pressing the Invite Xero Account button to the top left of the window.

   

3. To add access for a Xero account, enter the email address linked to the Xero account then select Add User.

   

   When creating an account you can assign various permissions:

   • Account Type:
     • Administrator – Can access the Administrator Dashboard and its associated functions.
     • Standard - Standard subscription access, for most users.
     • Guest – Can only refresh existing reports (see Refreshing Xero Report Data). All other functions are disabled.
   • Workpaper Permissions:
     • Manager – Can digitally sign RadiusCore workpapers as a Manager.
     • Partner – Can digitally sign RadiusCore workpapers as a Partner.

4. To edit an account's permissions or remove access to your subscription for a user, double-click on the account in account management screen to show the Update User Account screen.

5. For additional help using the Account Management Dashboard, access the in-app help dialogue by pressing the help button to the top right of the dashboard.