Coordinator FAQs

How do I edit my partner information?

• On the Access Manager home page, click “Edit Partner Info” in the box located next to your partner name.
• Edit any information in the boxes provided.
• Click “Save.”

How do I add a new user?

• On the Access Manager home page, click “Add User.”
• Enter first name, last name, and e-mail address.
• Under “Product Access,” click and check the product(s) purchased.
• Click “Save.”

How do I remove a user?

• On the Access Manager home page, click “Users” in the upper right of the page.
• Enter the name of the user in the “Search Users” box or scroll down the page to find the user.
• Check the box next to the name of the user you wish to delete.
• Click the red “Delete User” button at the bottom of the page. Note: If the user has accessed the product, he or she will become deactivated and still appear on the users list when view “All” is selected in the upper right corner of the chart. If the user has not accessed the product, he or she will be removed completely from the system.

How do I add a session?

• On the Access Manager home page, click the “Add Session” button on the left side of the screen.
• Complete the following fields:
• Session Name (Please note recommended naming convention.)
• Session Product(s)
• Estimated number of session users
• Session Location (City and State)
• Start Date (Click the calendar icon to select a date.)
• End Date (Click the calendar icon to select a date.)
• Click the “Save” or “Save and Add Another” button.

How do I move a user into a session?

• Once a session is set up, you may move a user into the session by clicking “Sessions” at the top of your screen.
• Select the session you wish to add the user to.
• Click “Modify Session Enrollments” in the upper right of the page next to the name of the session.
• Find the user’s name on the right side and click the green “Enroll” button next to his or her name. If you have not already added the user, you can click the “Add a new user” button to do so.

How do I move a user from one session to another?

• On the Access Manager home page, click “Sessions” in the upper right of the page.

• Click the title of the session you wish to remove the user from.
• Click “Modify Session Enrollments” in the upper right of the page next to the name of the session.
• Find the user’s name on the left side and click the red “Remove” button next to his or her name.

• Click the title of the session where you want to add the user.
• Click “Modify Session Enrollments” in the upper right of the page next to the name of the session.
• Find the user’s name on the right side and click the green “Enroll” button next to his or her name.

How do I put a user into multiple sessions?

• You can put a user into multiple sessions as long as he or she has access to the product designated for that session.
• Set up the user using the instructions above.
• On the Access Manager home page, click “Sessions” and select the session you wish to add the user to.
• Click the “Modify session enrollments” button found after the name of the session.
• Locate the user’s name from the list on the right and click “Enroll.”

What if a user has forgotten his or her password?

• Users can reset their password themselves from the Log In page by clicking the link to the right. The user will be sent an e-mail from the system that allows him or her to change the password.

What if a user has forgotten his or her login name?

• On the Access Manager home page, click “Users” in the upper right of the page.
• Locate the user in question and find the login name in the third column of the spreadsheet.

How do I add an instructor?

• Start by entering the instructor as a user.  Enter first name, last name, and e-mail address, select which course you are providing access to, and select which session you want him or her to belong to.
• Check the "Instructor" box at the bottom of the page to provide access to group reports for that session. It is necessary to add an instructor to the system only one time.

What if I have an instructor teaching multiple sessions?

• Once you have set up an instructor for one session, it is not necessary to set him or her up again.  To add the instructor to a new session, click “Sessions” in the top corner of your screen.
• Locate the session you wish to add the instructor to. Click the name of the desired session.
• Click the “Modify session enrollments” button found after the name of the session.
• Locate the name of the instructor you wish to add and click the “Enroll” button to add him or her to the session.

Where do I find how many seats I have available?

• The total number of seats available can be found on the front page of the Access Manager.

How do I increase/decrease the number of user seats I have?

• Contact customer service at +1-800-450-5001 or +1-651-256-2811.

How do I change/update a user’s e-mail address?

• On the Access Manager home page, click “Users” in the upper right of the page.
• Locate and click the user in question.
• Make appropriate changes and click “Save.”

What if a user I enrolled did not receive his or her enrollment invitation?

• On the Access Manager home page, click “Users” in the upper right of the page.
• Locate the user in question and confirm that the e-mail address is correct.
• If it is correct, click the user’s name. When in the user’s record, you can resend the enrollment email by checking the Resend checkbox next to the Invite Email listed under E-mail Notifications on the right side of the screen, and click "Save."
• If the e-mail address is not correct, click the user’s name. When in the user’s record, change the e-mail address, check the Resend box next to the Invite Email listed under E-mail Notifications on the right side of the screen, and click “Save.” The invitation e-mail will now be sent to the new e-mail address.

How do I access the online version of The IIA's CIA Learning System course from Access Manager?

• Click the “Choose Product” drop-down menu in the upper right corner of the screen and select the Learning System link.

How do I locate Access Manager from the course?

• Click the “Choose Product" drop-down menu in the upper right corner of the screen and select the Access Manager link.

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