You can create multiple users per CSP account with unique log-in credentials and administrative rights to help manage your companies.

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You must have an account on CSP to create a new user

To add new and manage existing users, you must have a CSP account. If you don't have one yet, visit Creating a CSP Account for more information on how to get one.

Accessing Account Management page

1. Click on Admin in the left navigation menu.
2. In the Clients window select ‘Open Clients Page’.

By default, Admin Client and Staff users have access to the Account Management page. If you do not have access to this page - make sure to contact your account Admin or our Support Team.

On the Clients page you will see the list of all managed clients. Once you click on the appropriate client, you will be redirected to Account Management page.

Creating new User

1. On the Account Management page click the button.

2. You will be prompted to the New User card where you will need to enter:

* New User Name.
* New Email.
* Phone number (optional).

3. In the ‘User Type’ field select:
   Admin if you want the new user to be able to create and manage other users, or
   Regular User if you don’t want him to manage other accounts.

4. Select Privileges that you want to grant for a new user. They will determine what part of the platform and functionality the new user will have an access to.
   (You can change privileges after the registration at any time).

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You can set up the following privileges:

Can start a new Service Request - determine if the user can start new Service Requests. If unselected the user will not have an access to the “New Request” page.

Can access Service Requests assigned to others - determine if the user can access Service Requests that have been assigned to other users.

Can access Payment-related information - determine if this user can make payments in CSP. If unselected the user will not have an access to the “My Payments” page and shopping cart.

Can access "My Companies" page - determine if this user has access to the "My Companies" page where each company’s profile information, capital structure, key documents, etc. are available.

5. Finish user creation by pressing the ‘CREATE’ button.

6. The person associated with the new account will receive an email with instructions on how to finish setting up his account.

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If a new user did not receive the confirmation email

Make sure that you enter the correct email address. If the email is correct you can click the icon (located in the Active Tab on the related user). If you entered an incorrect email address you will need to create a user again with the correct email.

Managing existing users

On the Account Management page at the top of the screen, you can see your account name and status. You can also select a Default Assignee - this person will receive service requests started by the system or by a staff user that are not assigned to any specific user.

NEW USER button will prompt you to add a new user.

Active Tab contains a list of your active users. You can find Names, Statuses, Emails, and Last Login information there.

In the Action section of this list you can:

• Edit user’s Privileges (such as setting Admin or Regular User, granting or removing access to Payment-related information, and so on).
• View user’s General information and Privileges.
• Deactivate a specific user account. This user will be logged out from the system and will not be able to log in back until you activate the user. His account will be moved to Deactivated Tab in this list.

How to Activate user back:

• Open Deactivated Tab on the Account Management page.
• Select a user that you want to activate.
• Click on Activate button.
• Confirm activation in the popup window.
  Now the user will be able to log in back to his account.

FAQ:

How do I change the primary user's details?

To edit information of the primary user (for example an email) simply use your Profile page. Do not worry, if you have additional users they will still have access to the platform.

How to change the details of other users?

Each user will need to open the Profile page and complete changes himself. You can also request staff user to update this information (see more here).

Can I have the same email for two users?

If you want to have multiple users on the CSP you will need to have a unique email address for each and every user as Corporate Services Platform uses email addresses to identify clients and users.

Following the same logic, if you request to terminate your CSP account and later create a new account, you will need to use a different email address for that.