COMPAS Channel Admin Access Updates

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1. To open the Channel Admin tool, open the Grid Menu in the top left corner of the COMPAS Homepage, and Select the Channel Admin Icon. Please note, your home screen may appear different depending on your user role.

2. On doing so, the following page is available to the user.

3. To add a New User, Select the ‘Add User’ button on the menu bar on the left side of the screen. The main screen on the right will change to show information needed for COMPAS & SAP.

4. Please fill in all required fields on the Personal Details, Company Information, Role Assignment, and SAP Account Tabs. Finally, click ‘Create COMPAS User’ in the bottom right corner of the screen.

5. To Search for an existing user, select search criteria of choice, User ID, First name, Last name, Email, or Account number. Please note, this resets to “User ID” between each search that is made. Type in search information and click ‘Search’ button.

From here you can manage the user information by selecting the 3 dot actions menu to the right of the Users Status.

6. From here you can choose to View Account information, Edit Account Information, Deleted the user account, or reset the password. If you select 'View' or 'Edit', a new pop-up window will appear with the account information in either 'View' or 'Edit' mode depending on your selection.
If you chose ‘Edit’, make applicable changes and select ‘Update’ button in the bottom right corner of the pop-up window.

7. From here you can choose to View Account information, Edit Account Information, Deleted the User account, or Reset the Password. If you select “Delete” or “Reset Password” a new pop up will appear.
You will need to re-enter the User ID to confirm that you want to delete or reset the password for this account.

 Quick Tip! You can copy and paste the username from the prompt to paste in the text line.