How to Create a View Only Access Actum Portal Account | Scribe

    How to Create a View Only Access Actum Portal Account

    • Rob Tiongson |
    • 9 steps |
    • 49 seconds
    1
    Log in to the Actum Portal at [https://merchant.actumprocessing.com](https://merchant.actumprocessing.com).
    2
    Proceed by choosing the preferred Multi-Factor Authentication (MFA) method.
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    For more information about MFA, please refer to our Knowledge Base article at [https://www.actumprocessing.com/knowledge-base/multi-factor-authentication-mfa-how-to-use-via-actum-portal/](https://www.actumprocessing.com/knowledge-base/multi-factor-authentication-mfa-how-to-use-via-actum-portal/).
    3
    Select the username on the upper right side.
    4
    Choose Manage Users.
    5
    Click Create.
    6
    Keep all options the same and ensure Admin User is set to No. Then, click Submit.
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    When creating a View Only Access account on the Actum Portal, do not enable admin capabilities for the user.
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    Be sure to inform the intended View Only access user that there is only two hours to click on the Invite link from an email sent from [[email protected]](mailto:[email protected]) titled "Actum Feature Requests."
    7
    Select Safe Reports.
    8
    Choose the ParentID.
    9
    Click Set User's Privileges.