Minimum Version Required: 22.01
Steps
Related Help Resources
Users and Roles
Partner Users
Permissions and Passwords
Authentication and SSO
Users, Permissions, & Roles Basics
Link list (no steps) with a short video for distributors on managing users, roles and permissions in Encompass: creating users, partner users, password resets, MFA and SSO/OAuth setup. Requires v22.01+.
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Written by Bailey Naas-Thornton