Managing Users in the Admin Portal

The User Management section of the Admin Portal gives Institution, Program, and User Management Admins a single, centralized place to manage all users across both the Admin Portal and the Depositor Portal. From this module, you can invite new users, manage pending invitations, copy or revoke invite links, and reset passwords directly.

To access User Management, navigate to Settings in the Admin Portal and scroll down to the User Management section.

Admin Users

The Admin Users tab displays all users who currently have access to your institution's Admin Portal, along with their assigned role.

Note: If your institution uses Single Sign-On (SSO), Admin Users are managed through your identity provider (IdP). Please contact the ModernFi team for guidance.

Inviting a New Admin User

1. Click “Invite New Admin User”.
2. Enter the user's email address and select their role (e.g., Full Admin, View Only).
3. Click “Confirm” or the user user to receive an email invitation with a link to create their account.

Managing Pending Invitations Open the Invited Admin Users tab to view all pending invitations. From here you can:

• Copy Invite Link: Retrieve the invitation link to share directly with the user.
• Revoke: Cancel a pending invitation. Once revoked, the invite link becomes inactive and the invitation is removed from the list.

Resetting an Admin User's Password

From the Admin Users tab, click "Reset Password" next to the user whose password you'd like to reset. They will receive an email with a link to set a new password.

Depositors

The Depositors tab displays all depositor portal users associated with your institution. You can view each depositor's email, access level, and associated institution details.

Note: This section is for inviting existing depositors to access their Depositor Portal. New depositors must be added in your Sweep Program.

Inviting a New Depositor

1. Click “Invite New Depositor” (or the equivalent invite button in the Depositors tab).
2. Enter the depositor's email address and assign their access level.
3. Select the existing depositor that the user will be granted access to.
4. Click “Confirm.” for the user to receive an email invitation to create their Depositor Portal account.

Once the depositor accepts the invitation and creates their account, they will appear in the Depositors tab.

Managing Pending Depositor Invitations

Open the Invited Depositors tab to view all pending depositor invitations, with the same options to copy or revoke invite links.

Resetting a Depositor's Password

From the Depositors tab, click Reset Password next to the depositor's email. Follow the prompts to initiate a password reset for that user.