Home > Support > FAQ > Primary User Help

Primary User Help

The Primary User is the user for an organisation who is able to manage, edit and update all user accounts and search access under the company profile on the Lexis WinDeed system. A standard user, however, can only change his/her own user profile.

How do I change the user details?

If a user changes a name, phone number or email address, the Primary User can update these details on the system.

To update user details:

  1. Click Manage Account on the header bar at the top of search.windeed.co.za (or at the top of www.windeed.co.za).
  2. Click Users tab
  3. Scroll down to the User profile you wish to edit and click View Profile link on the right hand side.
  4. Change the appropriate details in the User Details section and click Save Changes at the bottom of the screen.
How do I add a user?

The Primary User can add new users to an organisation’s Lexis WinDeed account and their searches will be included on that organisation’s monthly Lexis WinDeed invoice. Lexis WinDeed will send an email to the Primary User and the new user confirming his/her registration.

To add a new user:

  1. Click Manage Account on the header bar at the top of www.search.windeed.co.za (or at the top of www.windeed.co.za).
  2. Click Users tab
  3. Click Add User button at the top of the page
  4. Mandatory fields are noted by a red asterisk – providing additional information is optional.
  5. Once you have provided all the required information, you can click the Save Changes button at the bottom of the page.

 Please note: WinCredit access can be assigned for a new user. No additional paperwork is required after the organisation has been initially approved for WinCredit. If WinCredit is required, select the WinCredit access check box and confirm the appropriate searches.

How do I deactivate a user?

Deactivating a user immediately disables that user’s search rights. It does not, however, remove him/her from the list of users and he/she can be reactivated at any time if necessary.

To deactivate a user:

  1. Click Manage Account on the header bar at the top of search.windeed.co.za (or at the top of www.windeed.co.za).
  2. Click Users tab
  3. On the User Profile page that appears, select the user whose details you wish to edit, go to the Status drop down menu and click Disable.
  4. Click the Save Changes button at the bottom of the page.
How do I delete a user?

Unfortunately, it is not possible to completely remove/delete a user.  Please de-activate any user in your organisation who is no longer making Lexis WinDeed searches via the instructions in the previous FAQ.

How can I assign rights for WinCredit?

To assign rights for credit bureau searches (when the Organisation has been activated):

  1. Click Manage Account on the header bar at the top of search.windeed.co.za (or at the top of www.windeed.co.za).
  2. Click Users tab
  3. Scroll down to the User profile you wish to edit and click View Profile link on the right hand side.
  4. In the Account Settings section, tick the Enable WinCredit Access for user
  5. Click on the WinCredit Permissions tab, a list of all WinCredit searches is displayed and all products are selected by default. If any of the WinCredit searches are to be restricted, clear those check boxes.
  6. Click the Save Changes button at the bottom of the page.
How can I restrict certain searches?

Primary Users can restrict searches on an Organisation and User level.

To restrict searches on an Organisation level (no registered user will be able to make the restricted searches):

  1. Click Manage Account on the header bar at the top of search.windeed.co.za (or at the top of windeed.co.za).
  2. Click Account Permissions tab
  3. Click Search Permissions tab (for searches available as a default to all users) or click WinCredit Permissions tab (for all searches requiring WinCredit access).
  4. Tick the box for the search or groups of searches you would like to restrict and click the Save Changes button at the bottom of the page.

To restrict searches on a User level:

  1. Manage Account on the header bar at the top of search.windeed.co.za (or at the top of windeed.co.za).
  2. Click Users tab
  3. On the Users page that appears, select the user whose searches you want to restrict and click View Profile.
  4. Click on the Search Permissions tab (for searches available as a default to all users) or click on WinCredit Permissions tab (for all searches requiring WinCredit access)
  5. Tick the boxes next to the search(es) you want to restrict and click the Save Changes button at the bottom of the page.
How can I change my organisational details?

To update Organisation details:

  1. Click Manage Account on the header bar at the top of search.windeed.co.za (or at the top of windeed.co.za).
  2. Click Organisation Details tab
  3. Change the appropriate details and click Save Changes at the bottom of the screen.
How can I make a search reference mandatory for a user(s)?

The default setting is that all users can search without a search reference. To make this field mandatory for a user:

  1. Click Manage Account tab.
  2. Click the User tab.
  3. Scroll down to the User profile you wish to edit and click View Profile link on the right hand side.
  4. In the Accounts Setting section, untick the box for Allow searching without a search reference.
  5. Click Save Changes at the bottom of the screen.