About Records Management Standard Users

Iron Mountain Connect Records Management standard users are created by Client User Administrators, and are assigned permissions that enable them to use select Records Management functionality and access records for specified customers, divisions, and departments.

Standard users can view and update their own user profile; however, they cannot change their permissions or organizational access. They also cannot view or change other users’ profiles.

Creating a Records Management Standard User:

1. Click Manage Users from the My Quick Links section on the Iron Mountain Connect homepage, or access it from the Users portal in the center section of the screen.
2. Click the Create User button. The User Profile screen displays. 
3. Complete all required User Profile fields:        

• Enter a unique email address
• Enter a username
• Make sure the Records Management application is selected and the Records Management Role is set to Standard User.

4. Set the Password Reset option:

• System-generated:  Leave this field set to System-generated to have Iron Mountain Connect automatically send a Welcome email containing a username, a system-generated temporary password and a login link to the email address on the user profile.
• Deselect System-generated:  Deselect System-generated to display the password fields.  Manually enter and verify a password, then manually send an email containing the password to the user.
  NOTE:  If you are updating a user's status from Terminated or Locked Out to Active, Iron Mountain Connect automatically emails the manually-generated password to the email address on the user profile.

5.  If necessary, check the Basic Records Management report group to provide access to records management reports.

6.  Click Save. The user profile is complete; however, you must go through the steps listed below to complete this process.

7. Grant the user system permissions and organizational access to Iron Mountain Connect Records Management functionality to Iron Mountain Connect Records Management functionality. You must assign access to one or more organizations prior to assigning shipping addresses.

8. Assign shipping addresses:            

• As the next step in the user creation process, assign shipping addresses to this user from within the user profile   OR
• After user creation, assign users to shipping addresses from within Iron Mountain Connect Records Management | Administration | Manage Addresses 

NOTE: After you successfully set access/permissions and shipping addresses, the green success icon  displays to the left of the Records Management User Settings links on the User Profile screen.