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Account Administration
User and record management, agency profiles, and staffing activity reports.
Managing Agency User Accounts
Creating and managing user accounts, tracking user activity and workload, and managing the agency profile.
Managing Agency User Accounts
When managing user accounts in SES, you can update user profiles, update roles and groups, reset passwords, and unlock accounts.
Updating Agency User Roles
Use this procedure to set or change a user's permissions within the system.

Account Administration
User and record management, agency profiles, and staffing activity reports.
- Managing Agency User Accounts
  Creating and managing user accounts, tracking user activity and workload, and managing the agency profile.
  - Creating and Removing Agency Users
    In order to access SES, users must first have an account and be assigned the appropriate roles.
  - Managing Agency User Accounts
    When managing user accounts in SES, you can update user profiles, update roles and groups, reset passwords, and unlock accounts.
    - Updating a User's Profile
      Use this procedure to change a user's name, email, or contact information.
    - Updating Agency User Roles
      Use this procedure to set or change a user's permissions within the system.
    - Resetting User Password
      Use this procedure to reset a user's password when it is expired or the user is locked of the system.
    - Unlocking a User Account
      Use this procedure to restore a user's access when the user account has been locked out.
    - Resetting a User’s Multi-factor Authentication (MFA)
      The account administrator can reset, thereby removing a user's MFA settings. The user can then setup a new MFA method.
  - Agency User Work Information
    SES Provides you with access to information about agency user skillset, workload, and history.
  - Managing the Agency Profile
    When managing the Agency Profile in SES, you can update the business types and business activities supervised, as well as manage email domains.
  - Verifying Agency Users
    Every month, the account administrators at each agency must verify its users in SES. Account administrators are expect to review their agency’s existing users and remove access for anyone that no longer needs it.
- Managing Company Users
  Create, remove, and administer users for your company, including third-party uers.

Updating Agency User Roles

Use this procedure to set or change a user's permissions within the system.

Procedure

Click Manage Users on the homepage.
Click Manage Users in the top right.
Search for the desired user.

Important: You must click Search. Pressing the Enter key does not generate search results.
Select the row of the desired user from the results.
Select Update Roles.
Click Next.
Update the Roles.

Note: If you want the user to have access to SES Consumer Complaints, select Yes and then select the type of access you want the user to have. If you select View Only, the user cannot manage Consumer Complaints in SES.
Click Update Roles in the bottom right.

Need More Help?

Agency users, please visit the Secure Portal for phone and email contacts.
Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.