User Management

This article will show you how to:

• Add users to your BUCS account
• Resend the user invite
• Manage role permissions
• Deactivate users on your BUCS account

You will have a specified number of users included in your contract. You can always add additional accounts for colleagues as needed. 

⚠️Additional fees may apply when new users are added. Contact your account team for pricing information.

ℹ️ Only users with the Account Administrator role can add new users and manage permissions. Multiple users can be assigned the role of Account Administrator.

Add Users to Your BUCS Account

1. Navigate to BUCS Customer Portal > Account Management > User Management.
   
   
2. Click Invite New Users.
   
   
3. Enter the user's Email Address, Name and Company (if applicable). Assign the user the appropriate Roles. 
   

   ℹ️ TIP: If you want to add more than one user click the + Add another user link.

   
   
   

   ℹ️ TIP: Review the User Roles definitions to ensure you provide the user to correct access.

4. Click Invite Users. An email invite will be sent to the email address(es).  
   
   
5. The user must click the Complete Account Set-Up link in their email to complete their account setup.  Users will not appear as Active until they have completed their account setup and provided an account password.

Resend a User Invite

Once a user is invited to your BUCS account, they will receive an email to complete their setup.  The setup link will expire in 7 days.  You can resend user invite emails from your BUCS account.

⚠️IMPORTANT: Users must complete their BUCS account setup within 7 days of receiving their invite or the link will expire.

1. To resend a user account set-up invite, navigate to BUCS Customer Portal > Account Management > User Management.
   
   
2. Locate the user you want to resend the invite and click the Edit icon. This will take you to the user details.
   
   
   
   
3. Click the Resend BUCS Invite.
   
   
4. The user must click the Complete Account Set-Up link in their email to complete their account setup.  Users will not appear as Active until they have completed their account setup and provided an account password.
   
   

Manage User Role Permissions

1. Navigate to BUCS Customer Portal > Account Management > User Management.
   
   
2. Find the user you want to update. Click the Edit icon to access the user details.
   
   
3. Click on the role toggle to assign or remove additional role permissions for the user.
   
   
4. Role badges appear in the Manage Users table so you can quickly review which users have which role permissions.
   
   

Deactivate Users

You can remove users from your BUCS account if individuals leave your organization or no longer require access. 

1. Navigate to BUCS Customer Portal > Account Management > User Management.
   
   
2. Find the user you want to deactivate. Click on the Status Toggle to switch the user to Inactive.
   
   
3. The user is now inactive and can no longer access the BUCS platform. If you ever want to reactivate the user, you can toggle the status back to Active.