Users

A user must be granted the Manage Account, Manage Account Users and Manage (product) Access permissions on the Roles page to work in this section. New users can be added and existing users can be edited.

To add or delete a user, the Account Administrator must have the Manage Account Users and the Manage Permissions options for the required product selected.

Adding a User

Adding a user includes User Information, User Status, and Roles sections.
  • Select +User to add a new user. After completing and saving the information, an email is sent to the user with a registration link and product URLs. To register, a user provides a name, password, and challenge questions with answers.
  • The Username must be a valid email address and is used for the registration email, the confirmation email that includes products URLs and password reset emails.
  • In the Users List, Not Registered and a mail icon displays to indicate a user was set up and sent an email, but has not completed registration.
  • The same user can be added to multiple accounts.
User Information
  • After a user has registered, name and phone number information display.
  • The Reset Password link can be used to reset a user’s password. Selecting the link sends an email to the user to set up a new password.
    • A user can request a password reset by clicking the Forgot Password? link on the main login screen, contacting an Account administrator, or selecting the Change Password link in the User Information section of their User Profile.
    • If a user has two failed responses to their security questions when changing their password, they will be locked out.
    • An Account Administrator does not have access to a user’s password and cannot retrieve it.
  • Passwords requirements include the following criteria:
    • Passwords must be eight characters long
    • Passwords must contain three of the four character groups:
      • At least one uppercase character (A-Z)
      • At least one lowercase character (a-z)
      • At least one numeric character (0-9)
      • At least one special character, consisting of the following: ! " # $ % ' ( ) * + , - . /: ; = ? @ [ \ ] _ ` { | } ~
    • Passwords can only be changed once every 48 hours.
    • Passwords must be changed every 90 days.
User Status
  • After a user has completed registration, Locked and Password Reset Pending options are available.
  • Locked indicates a locked account. An account is locked after five failed login attempts, or two failed responses to challenge questions.
  • Password Reset Pending indicates an email was sent to a user to reset their password, but the user has not completed the reset. If the user does not reset their password within seven days, they must request a new password reset.
Roles
  • Wolters Kluwer provides specific roles for each licensed product. Custom roles can be also added in the Roles section. You can select/deselect roles for the user.
  • Multiple accounts may have different roles depending on the roles set up for the account.

Deleting a User

  • A user can be deleted from the Users List.
  • If a user cannot be deleted because the user has permissions for multiple products, the Account Administrator can remove the product roles for the user.