How to create or modify a user account

This page allows level 1 or level 2 users, as well as level 2 users with approval (public service employers), to access the user list linked to their employer.

Level 1 users may see all the users for their employer, including themselves. Level 2 users may only see the users under their charge. Level 2 users may only see users under their charge.

On this help page, you will find the following subjects :

How to access “User follow-up”

To access “User follow-up,” click the “Identification” link found at the top on the horizontal banner of the “Your file” page. This choice will be possible only once you have accessed your file by entering your user ID and password. Please note that only level 1 and 2 users may access this feature.

Once you have selected the link in the horizontal banner, check off “Creation of and modification to user account,” and click “Continue.”

The “User follow-up” page (in the “User list” section) displays the following user information :

Please note that level 1 users will be able to see all the employer's users (levels 1, 2 and 3) in the list. However, the level 2 users will only see the users under their charge (levels 2 and 3).

New user,” “Cancel” and “Quit” buttons on the “User follow-up” page

How to create or modify a user account

Create a user account :

From the “User follow-up” page, select the “New user” button. This will take you to the “User identification record” page. This page contains three sections. The first allows you to identify the user you wish to create. The second allows you to link one or more users to this user or delink them from this user. The third allows you to see the users under his or her charge. Complete the information and click “Save.”

Modify a user account :

From the “User follow-up” page (in the “User list” section), select the “Modify” option next to the user for which you wish to make a change. Make the desired modifications and click “Save.”

Initialize password,” “Save,” “Delete,” “Cancel” and “Quit” buttons on the “User idenfification record” page

How to initialize a user's password

To initialize a user's password, access the “User identification record.” To do so, start from the “User follow-up page” and select the “Initialize password” link from the “Options” column. Then click “Initialize password.” Clicking on this button will take you back to the “User follow-up” page and the message “Temporary password created” will be displayed.

User levels

The diagram below illustrates the multi-user principle. According to this principle, an employer may create several users for a given record. There are three user levels: level 1, level 2 (with or without approval in the case of public service employers) and level 3.

Users may access certain options, depending on their user level.

Level 1

In the “Your file” page

In the “User follow-up” page

Level 2 (with approval) *** Applies only to public service employers

In the “Your file” page

In the “User follow-up” page

Level 2

In the “Your file” page

In the “User follow-up” page

Level 3

In the “Your file” page

In the “User follow-up” page

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