Manage Account Access, including: Adding Users and Editing Permissions

The NYGATS Account Manager is responsible for creating and managing access for their account(s). An Account Manager can create a new user, edit privileges, and/or deactivate existing logins by accessing the link for Review/Edit/Add Logins (Loated in the Account Management module).

Note: Login sharing is prohibited and the Account Manager should create/manage individual logins for each person accessing the Account

Adding New Logins

1. In the Account Dashboard, go to the Account Management module and select the Review/Edit/Add Logins hyperlink, as shown below:

2. In the Account Management screen, select the [Add New Login] button.

3. In the “Login Information” screen, enter data into the fields on the form and designate login privilege for additional User.
   • Privilege Description
     • Account Holder – Supervisor: Login is permitted to register projects and manage Credits.
     • Account Holder - View Only: Login is only permitted to view account reports.
   • Login Contact Information
     • Unique Name Required
     • Contact Address can be unique or the same as the account holder
   • Mailing Information
     • Mailing address can be copied from the Contact Address
   • Enter Login Information
     • Password
     • Security Question and Answer
     • Check off Active

4. Select the [OK] button to proceed to the “Privilege Login Management” screen.

5. In the “Privilege Login Management” screen, the login is assigned specific registry access, including:
   1. Can Submit a New Project?
   2. Sub-Account View-Only
   3. Sub-Account Credit Transfers

- Note - Projects and Sub-Accounts can be filtered and sorted in order to more efficiency edit.

6. Select the [Ok] button to create the new login.

Note: A new login may be prompted to change the password after logging in for the first time.

Editing Privileges

1. In the Account Dashboard, go to the Account Management module and select the ‘Review/Edit/Add Logins’ hyperlink. 
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1. 1.  

2. In the “Login Management” screen, select the ‘Edit’ hyperlink for a login.

 

3. Edit the privileges by Selecting/Deselecting the applicable options.

4. Select the [OK] button to update login privileges.

Important: When new projects and Sub-Accounts are added to the account, the Account Manager will need to update the login privileges for each login assigned to the account.

Deactivate a Login

1. In the Account Dashboard, go to the Account Management module and select the ‘Review/Edit/Add Logins’ hyperlink

 

2. In the “Login Management” screen, select the hyperlink under the ‘Login Name’ column

 

3. In the “Login Information” screen, deselect the ‘Active’ checkbox at the bottom of the screen

4. Select the [OK] button to deactivate login.

Note: Video instructions on managing your NYGATS account are provided below.