REACH Delivery -
Administrator Information
Each company using REACH Delivery has at least one user
that also has the Administrator role. As a
result, the first user in a company is assigned the
administrator role by default. Users can
stop being an administrator only if there is another
administrator in their company. Companies
can have multiple administrator roles if they wish.
This page provides information regarding the following.
Please click on the questions to move directly to that
answer:
How do I
know I am an administrator?
What does an
administrator do?
How do
I stop being an administrator?
How do I
know I am an administrator?
There
are several ways that you will know you are an
administrator. First, your introduction email may
have informed you before you installed (see image).
This would be because you were the first person to
actually install REACH Delivery within your company and
each company must have an administrator. If
this is the case then you can either continue being the
administrator (please refer to
what does an
administrator do? for information on what you must
do as your company's administrator) or you can assign
someone else as the administrator for your company
(please refer to
how do I stop
being an administrator?). If you are inactive
for over 2 weeks then REACH Delivery will attempt to add
another administrator in addition to you, however,
please be aware that other users from your company may
be blocked if you do not complete the administrator
tasks or assign another administrator.
You can also select the "Manage
your public data" function from the options menu
which will bring up a screen similar to the one shown.
Your user roles are shown as those ticked and you can
see if the Administrator role is ticked. In
addition to being an administrator it is possible that
you also have the "super administrator" role, the only
difference between the administrator and super
administrator roles is that the super administrator can
set up other administrators.
There are also other ways that you will know that you
are an administrator, these include: You may
receive emails regarding you assisting other users and
identifying you as the company's administrator.
You will have access to an administrator menu, the
"manage" menu, that provides access to administrator
functions, etc.
While you are the administrator for a company it is
imperative that you fulfil the actions requested of you
by the REACH Delivery system to ensure that your
colleagues and company are able to continue to use REACH
Delivery.
What does an
administrator do?
Being the administrator of REACH Delivery for a company
is an important role, however, it does not need to be an
onerous one. Every company using REACH Delivery
MUST have at least one administrator.
The administrator has access to the system set up
features in the "manage" menu (please refer to the
main REACH Delivery help page
for details of each of these). These features
allow the administrator to perform tasks such as;
change the standard emails that are sent out by REACH
Delivery (maybe to another language), configure
which types of files are saved locally on company
computers, turn on context support for files, set
up and manage company areas and alter the receipt
options that a company requires from the standard REACH
Delivery options.
However, one of the most important tasks for an administrator
is to manage the other REACH Delivery users within
their company. When a new user is set up within
their company (possibly by someone else trying to send
them a message) the administrator is informed and has a
number of tasks. The main task is to provide the
new user with their username and password to access
REACH Delivery. In many companies the
administrator is also the IT department who will manage
the installation of the small REACH Delivery client
software onto a company computer, they will also
decide if an employee is appropriate and authorised to
use the REACH Delivery system.
The administrator can also setup other users within their
company to be "senders".
There are also four main
user roles within the REACH Delivery system; An Administrator
function a file Sender, a Recipient and an Internal
Recipient function. In addition there is a
Super-administrator role that is the same as the
administrator with the exception that they can set up
further administrators. For details of these user types, how a
user will be designated an Administrator, a Sender or a
Recipient and some of the differences between the roles,
please click on this
link to descriptions of user types. The sender
role is the only role within REACH Delivery that is not
free to use and therefore administrator's need to be
aware of this before setting someone to be a sender.
How
do I stop being an administrator
There are several reasons why a REACH Delivery
administrator may wish to stop being an administrator for a company. Possibly the
administrator was the first person that installed REACH
Delivery within a specific company and was therefore
automatically made an administrator but is not the right
person within the company to assume the role. An
IT department within the company may wish to take over
the administrator role and management of REACH Delivery
within an organisation. Whatever the reason it is
easy to stop being the administrator as long as there is
another user to take on the role.
The first thing to remember is that each company needs
to have at least one super administrator and
administrator role and therefore there must be at least
one other user within your company. You may wish
to set up a user to simply to be the administrator.
Setting up an additional user is simple; just use the "Manage
points of contact" feature in the "Manage" menu to
add a new user within your company.
This function is an administrator only function and
therefore if you are adding a user within your own
company the REACH Delivery system will assume that
you are the administrator for that user. For
security purposes, the new user will be pointed back to
you to get their username and password which you will be
able to set up by using the "find" feature of manage
points of contact and then
double-clicking on the user name to bring up the "Modify
User Data" screen for the new user (shown here).
You can see on the screen their
user id and are also able to enter the initial password
that you would like the new user to have.
Once the new user is installed and has
logged in to REACH Delivery you can tick the
Administrator (and super administrator) boxes to make
them an administrator for the company.
The last thing to do is to go to the
"manage your public data"
function under the options menu and untick the
administrator (and super administrator) boxes on
your profile.
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