User Management
View user history log
Who Can View the User Change Log? Only users assigned to the Client Administrator role have access to this feature. How to View the Change Log of a User Account Open the user's profile. Click on More in the top right. Click on Change Log. In this ...
User Management
The User Management Page provides a streamlined interface for Client Administrators to efficiently manage user profiles, roles, and permissions across the organization. Details: Contains all user-specific information, including: General Information ...
User Activity Report
What is it? The User Activity Report displays the number of active days per user per month. (Please note: This report does not show the number of logins per user.) Active Day = day a user interacts with the Baldwin site Report updates the first of ...
Reactivate user
Who Can Use This Feature? Only users assigned to the Client Administrator role have access to this feature. How to Reactivate a User Go to the main Users Index page. In the search field, enter the user’s name and change the status dropdown to ...
External auditor access
Process for Adding an External Auditor to Your Portal Contact Baldwin Support to request the addition of an external auditor to your portal. A Baldwin team member will reach out to the auditor to verify their information is on file. Note: Auditor ...
Export User List
Who Can Use This Feature? Users assigned to the Client Administrator role have access to this feature. How to Export a List of Users Navigate to the main users page under Admin. In the top-right corner, click Export. Select All Users. A .csv file ...
Administrative Roles
Overview Below is a summary of the different administrative roles available in Baldwin, along with their primary responsibilities. Roles are grouped by type for easy reference. All roles manage their owned forms, Bulletins, and have access to ...
Adding and Removing Users
Who Can Use This Feature? Only users assigned to the Client Administrator role have access to this feature. How to Add a New User In the Admin section, click on Users. In the top-right corner, click + New User From the dropdown, select New Member ...
Add user to another organization
Users assigned to the Client Administrator role across multiple portals have access to this feature. To add a user to another portal: Ensure you are a Client Administrator in both portals. Go to the user's profile and click on the Organizations tab. ...