Securesync® information

Step 4: Complete the following information:

A: Authorization Levels

• Interaction Authority, may be created by a user with E-level authorization.
• DR Authority, may be created by a user with DR4-level authorization.

B: Account Information

• The country code, business phone and email address must be entered.

C: Customer Account Assignments

• Select the account(s) to which the user will have access. You can select all or add individual accounts.Upon completion Select Submit.

Step 6: 

Once the user has been successfully added, the system will send out two confirmation emails.

1. SecureBase will generate an email and send it to the new user that includes their user name and password
2. A confirmation email to the requestor.

Step 1: From the main SecureSync menu select

Step 4: Click on the Account hyperlink. (You will be able to select “All Accounts” on the next screen.)

Step 6: A confirmation email will be sent to the requester and updated user.

Step 1: From the main SecureSync menu select Admin > Edit My Info.

Step 2: These updated user details will be applied across all accounts:

1. Contact information that applies to all accounts.
2. Security information - SecureSync login password and challenge question and response.
3. Reset Authorization Number - the ability to regenerate your authorization number. This will also modify the PIN number (first four digits of your authorization number).

Once completed, click Submit.

Step 4: This page allows you to make account changes that can be applied to individual accounts for which you have authorization or choose 'Select All' to apply updates across all accounts

Upon completion select Submit

Step 6: You will receive a confirmation message stating that your updates were successful for the selected account(s).

Step 1: From the main SecureSync menu select Authorization > Add User

Step 2: Enter the search criteria and Select Search.

Step 4: Click on the Account hyperlink. (You will be able to select “All Accounts" on the next screen.) Upon completion select Submit

Step 6: The confirmation page shows that the user was successfully removed from the accounts(s).

Step 7: A confirmation email will be sent to the requester. The impacted user will only receive a confirmation email if the requester was unable to completely remove the user from the account. The confirmation email will contain the updated authorization.

Step 1: From the main SecureSync menu select Authorization > Search Users.

Step 2: Enter the search criteria and select Search.

Step 4: Click on the Account hyperlink for the user. (You will be able to select “All Accounts” on the next screen.)

Step 6: The confirmation page shows that the user was successfully updated on the selected account(s).

Step 7: A confirmation email will be sent to the requester and updated user.