Knowledgebase : Authentication and Users
WINDOWS OPERATING SYSTEM LEVEL (FOR EDGE, CHROME, IE) Please install the attached certificate on all computers you use to access the system. Follow the steps below, or open the attachment for instructions with pictures, to install the client certificate...
Creating an user in CMO.grexel is easy. An organization can have as many users as it finds necessary. Only AH root and AH user admin roles can add users to CMO.grexel. To create a user: 1. Navigate to USERS>CREATE USER 2. Fill the information in the fo...
Your data security and privacy are important to us. With the approaching General Data Protection Regulation (GDPR) we will here explain how your personal data is processed and what privacy policies apply.   If you have any doubts regarding this informati...
Deleting users is not possible because this would mean losing all activities records related to this user. Instead, you can simply LOCK a user. Any locked user will not be able to login to the system. To lock a user: 1. Navigate to USERS menu 2. searc...
If you need to declare changes to authorized persons towards Grexel, change invoicing information etc, you can do it by emailing the attached form properly filled and signed to support(at)grexel.com. Please make sure that the the form itself is properly ...
With so many options available, it is not difficult to get confused. Here, we tell a bit about the user roles in the system so you can improve your experience when using CMO.grexel. There are currently 10 different roles for IB users and another 7 for AH...
When you receive a new client certificate to access CMO.grexel, to avoid any possible problems in the future, it is good to remove the old, expired client certificate from your computer.   Here is how to remove User Certificates from your computer: 1. ...
 If you are seeing the below errors, read through the possible causes for the error and how to fix it. If none of the below helps you solve the issue, please be in contact with Grexel's support. User not found Your organization is most likely not valid. ...
NOTE: The client certificate expires after one year. The certificate's expiry date can be found on Home menu, under the user's information. Alternatively, you can view all expiry dates of the users in your organization by navigating to USERS > SEARCH USER...
NOTE: THIS FEATURE IS ONLY AVAILABLE FOR THE ROLES AH ROOT AND AH USER ADMINISTRATOR. 1. To reset the login credentials of another user of the same Account Holder, log in as an AH Root or AH User Administrator and navigate to the user details of the user...