Centage provides organizations the ability to designate access for each user. There are three types of users in Centage: Administrator, Contributor, and Reporting. Each user in your organization must have a unique user profile set up in Centage to provide contact information and help manage their access.  On the Users page, you are able to create new users, view and edit current users, as well as enable and disable users.

Every company using Centage has at least one Administrator, who manages the company’s Centage account. Administrators have access to the entire Centage application.

Contributors are participants in the budget process that do not need administrative privileges.  Their abilities and access can be customized using Centage's security features.

Reporting users strictly work with the output reports from the Centage application and are not involved in manipulating any budget data.  These users have access to Reports and the Job Status screen to ensure the data they are accessing is up to date.

The Users page is only available to Administrator users.

Please Note: New Administrators: wait to add users and user Groups until you have Profiles and Plans set up. Otherwise, new users can access the system but have nothing to review.

Users Page

The Users page displays the list of users for your organization. 

To access the Users page, click Admin on the left menu bar and select Users.

User profiles are displayed in a table with one row for each user and columns to display additional information for that user.  The drop-down box at the top of the page provides the option for you to view Enabled or Disabled user profiles.  You can click on any of the column headers to sort the list by that column. Each data column provides a Search field where you can type text to limit rows displayed to be only those that match the search.  You can also see how many licenses of each Account Type your organization has available to be assigned.

Name - Proper Name

Username - for organizations where SSO is enabled, this username must match to the SSO username.

Email - email address

Windows User ID - used for Analytics Maestro.  This column must be populated by Centage.

Phone (optional) 

Group Assignment

Actions - Edit, Enable/Disable, Delete, and resend Invite Email

Create a New User

Step 1: Navigate to the Users page.

Step 2: Click + New User.

Step 3: The New User page opens. Enter information and make selections for the fields as described below.

Name - Enter the user’s first and last name.

Email - Enter the user’s email address. The Centage welcome email and email notifications are sent to this address.

Windows User ID - Leave this field blank. This field is populated by the Centage Support Team for Analytics Maestro users.

Phone (optional)  - Enter the user’s work phone number here.

Username - Enter the user’s username here. This username is case sensitive.  Some examples of common user names are first initial.last name or first name.last name.

Please Note: If your organization has SSO enabled the username entered here must match to the specified field in your SSO software.

Require Password Change at Next Login - Leave this checkbox selected to require that the user change the password at the next login.

Automatically Generate Password - To have Centage automatically generate a password for this user, leave this checkbox selected. Centage sends this password to the user in their Centage welcome email. 

When you unselect this option the Password and Confirm Password fields become active so that you can type the desired password for this user.

Password - Enter a password that follows the Centage password rules.

Confirm Password - Re-enter the password.

Account Type- Select Administrator, Contributor or Reporting.  The number of available licenses is displayed for each type.

Select User Groups (optional) - All Users are automatically assigned to the system default "User" group. To add this user to a specific group, select the Group name in the Available Groups section and click the Add ( ) button. The Group you chose appears in the Assigned Groups section. Repeat this process to add this user to as many Groups as needed.

View the Managing User Groups in Centage article for more information on creating Groups.

Please Note: The system requires that ALL users are assigned to the default User group.  You cannot remove users from this Group.

Step 4: Click Save.

The Users page reopens. The new user profile row appears in the table. An email is sent to the email entered for the user profile that includes:

• A link to your company’s Centage domain
• Username
• Password

Editing Users

Occasionally, you may need to edit a user’s contact information, account type selection, or group assignments. 

Please Note: We do NOT recommend editing existing profiles to a new person. It is best practice to disable the user profile and then create a new user.

Step 1: Navigate to the Users page.

Step 2: Find the row for the user you want to edit and then select the Edit icon ( ) in the Actions column for this row.

Please Note: You can search for employees by entering an employee’s name in the Name column.

Step 3: The Edit User page opens. Edit the appropriate areas.

Contact Information

For any of the fields that need to be updated, type the text to the appropriate field.

Reset Password

Click Reset Password to initiate the password reset process for this user. The Reset Password popup opens.  If you leave Automatically Generate Password selected and Centage will create the temporary password for this user.  If you uncheck Automatically Generate Password, type a temporary Password that follows the Password rules and then type this text in Confirm Password.

Click Save.

A popup appears. Click Confirm.

An email is sent to this user with a temporary password.  At the next login, the user will change the password. 

Group Assignments

Add

Select the Group name in the Available Groups section, and click the Add ( ) button.

Remove

Select the Group name in the Assigned Groups section, and click the Remove (  ) button.

Account Type

To change the user profile to a different Account Type, click the drop-down for Account Type and select the desired option.

Step 4: Click Save.

• The User page reopens.
• Your edits are saved.
• A confirmation message appears.

Disable Users

You can disable a user profiles.  This action prevents the person from accessing the system, but allows you to view the current profile settings and save other information for that user profile in Centage.

Step 1: Navigate to the Users page.

Step 2: The Users page opens. Find the user you want to disable in the table, and then select the Disable icon ( ) in the Actions column.

Step 3: A popup appears. Click Confirm.

• The user is disabled.
• The user disappears from the table (because the default view shows only Enabled users).

If this disabled user tries to log into Centage, they receive a warning message.

Enabling Users

If you have disabled a user accidentally or temporarily, you can enable their account to give them access to Centage again.

Step 1: Navigate to the Users page.

Step 2: The Users page opens. To see all disabled users, click on the Select User Status dropdown menu and select Disabled.

Step 3: Find the user you want to enable in the table. From the Actions column, select the Enable icon (  ).

Step 4: A popup appears. Click Confirm.

• The user is enabled.
• The user disappears from the table (because this view only shows Disabled users).
• A confirmation message appears.