This guide outlines the steps required to grant the roles required to interact with the Report module in the OSP for the SAN Next Switch integration. The steps below can only be performed by the “SSO - User Management Manager” role. We have attached a list of active SSO User Managers in your institution in this email.
⚠️ The steps below can only be performed by users
assigned with the “SSO - User Management Manager” role.
1. Access the PayNet Dashboard
Open the PayNet Dashboard in your browser and log in using your credentials.
2. Navigate to Team Management
- Click on the user avatar at the top right of the screen
- Select “Team Management”
- A new tab “User Management” is triggered
⚠️ The “Team Management” selection is available
to Company Administrators only. Please reach out to your company’s admin
if you require permissions to the SAN Next Switch Report modules.
3. Navigate to the team member in question
- In the new “User Management” tab, search for the team member who will be interacting with the module.
- Click on the team member’s name
4. Edit their User Group
- You are brought to the “Profile Overview” page.
- Scroll down to the “User Group” card.
- Click the “Edit” button.
5. Assign the group
- You are brought to the “Assign Group To User” page.
- Expand the “One Stop Portal” section.
- Scroll down to the “NextSwitch Reports SAN” section
- Select any role “Manager”/ “Member”/ “Read Only”
- You may proceed to exit the session.
- The user has now been assigned the role and can proceed to generate SAN Next Switch Reports from the One Stop Portal.
ℹ️ The user has now been assigned the role and can proceed
to generate SAN Next Switch Reports from the One Stop Portal.