Overview

Account management is where customer admins manage the organization’s users, roles, departments, and licences. The Account management option in the sidebar is only visible to users who have been granted permission to manage the account. Non-admin users will not see this option.

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How access is granted

The first user in a customer organization is granted the required permissions by GBG. To access account management, follow the steps below:

1. Click on Account management on the left-side panel of your GBG GO dashboard. You’ll be directed to a log in page on a new tab.
2. Sign in with your customer credentials to access the Account management portal.

Once you have access to the Account management portal, you can perform actions such as adding more users and assigning them roles. Roles define what users can access and do within the platform.

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Departments, licences, use cases, and roles

Users are grouped in departments. Every organization starts with a default department, but you can add more to organize your users if desired.

Each department has licences assigned to it based on agreements with GBG.

Roles are defined in departments and assigned to users in that department.