User Management

​How to set up a new general user

Article on how to setup a general user within Prompt

Prompt Support
Updated 1 year ago by Prompt Support

​How to set User Access Rights

Access Rights are settings related to what a user can see in Prompt. A user will only be able to see documents from the departments assigned in the user profile page.

Prompt Support
Updated 1 year ago by Prompt Support

How to set up user permissions

User permissions are higher-level functions that can be assigned to users such as managing documents, managing the organisation and approving documents.

Prompt Support
Updated 1 month ago by Prompt Support

How to set up Executive Sponsors

If you require an Executive Sponsor to approve a document, the section the document 'sits' in must have Executive Sponsor set up as part of the approval process and the document tagged with an Executive Sponsor.

Prompt Support
Updated 1 year ago by Prompt Support

How to change my profile picture

Details on how to update your profile picture in Prompt.

Prompt Support
Updated 1 year ago by Prompt Support

How to set up an anonymous user

The anonymous user profile allows users to search for documents in Prompt without requiring the entry of a username and password. This profile has limited privileges and can only view and download documents.

Prompt Support
Updated 4 months ago by Prompt Support

How to Generate a Mobile Token

A mobile token is particularly useful for general staff without log-in access who are working offsite.  It will allow access to your organisation’s search page (anonymous user access)

Prompt Support
Updated 1 year ago by Prompt Support

How to invite reviewers

Details on how to invite some to review a submitted document.

Prompt Support
Updated 1 year ago by Prompt Support

How to disable a user

Instructions to disable a user in Prompt. Before disabling a user it must be verified whether the user has any permission or checked-out documents, as Prompt will block this action until the user permissions are reassigned or revoked and all documents dealt with.

Prompt Support
Updated 1 year ago by Prompt Support

Add New User: Email address is already in use

While creating a new user in Prompt, if the email address is already in use or has been used previously, you will receive an error message saying "Email address is already in use". To find the existi…

Prompt Support
Updated 1 year ago by Prompt Support

How to reset a users MFA setup

How to reset a user’s Multi-Factor Authentication (MFA): On the User Edit page and click on the button “Reset MFA Code” found in the “Security Information” section.

Prompt Support
Updated 1 year ago by Prompt Support

How to remove user permissions

Instructions on how to remove a users permissions.

Prompt Support
Updated 1 year ago by Prompt Support

How to set an expiry date for staff user logins

Permissions Required: Prompt Admins, Agency Admins, and User Admins. Permissioned users are now able to set an expiry date for user accounts to be suspended on a future date. This feature is helpful…

Bridget Mason
Updated 3 months ago by Bridget Mason

How users access Prompt offsite by generating their own mobile token

Article on the steps to enable offsite (mobile) access to Prompt. Internet access is still required.

Prompt Support
Updated 2 months ago by Prompt Support

How to suspend a user

Suspending a user differs from disabling a user, as suspended users are meant to be temporary until reactivation, they are still active in Prompt but lose access temporarily

Prompt Support
Updated 1 year ago by Prompt Support

How to set up a user as an approver

Instructions on how to setup a user as an approver once the approval process has been configured and enabled.

Prompt Support
Updated 1 year ago by Prompt Support

How to View User History

The user history shows all recent activity of a user, this page is only accessible by Prompt Admins. It also provides a report of all activity from a user for auditing purposes.

Prompt Support
Updated 1 year ago by Prompt Support

Login Failures

Login failures come in different types and for different reasons. This article explains the login failures most commonly seen, and what Prompt Admin's can do to resolve.

Prompt Support
Updated 1 year ago by Prompt Support

Configuring Prompt MFA using Authy Desktop

Prerequisite. To follow this guide, you will need Authy for Desktop installed on your PC. If you do not have this software installed already, please seek assistance from your I.T. Department. Configu…

Prompt Support
Updated 1 year ago by Prompt Support

How to change my password

Step by step details on how to change your password within Prompt.

Prompt Support
Updated 5 months ago by Prompt Support

How to set up Multi-Factor Authentication (MFA)

Details on how to setup Multi-factor authentication on a mobile device.

Prompt Support
Updated 1 year ago by Prompt Support

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