Operations with Users

This section describes all operations that a Host user can perform with Users.

Create a new User

1. Click the hamburger menu in the top left corner.
2. Select Administration > Users.
3. Click Add user.
4. Enter the user's first name into the First Name field.
5. Enter the user's surname into the Surname field.
6. Enter the user's email address into the Email Address field.
7. Enter the username into the Username field.
8. If the user needs to log in using Microsoft Azure, check the External User checkbox.
9. Select the Roles tab.
10. Select the applicable roles for this user.
11. Click Save. The new user will appear in the Users list.

Log in as a different User

1. Click the hamburger menu in the top left corner.
2. Select Administration > Users.
3. Click Actions next to the user you want to log in as.
4. Click Login as this user.
5. You will be taken to the Tenant's Dashboard page for this user.

Edit User details

1. Click the hamburger menu in the top left corner.
2. Select Administration > Users.
3. Click Actions next to the user you want to edit.
4. Click Edit.
5. If required, update the user's information in the First Name, Surname, Email Address, and Username fields.
6. If required, check or uncheck the External User checkbox if the user needs to log in using Microsoft Azure.
7. If required, select the Roles tab and choose the applicable roles for this user.
8. Click Save.

Resend Invitation Email for a User

1. Click the hamburger menu in the top left corner.
2. Select Administration > Users.
3. Click Actions next to the user you want to edit.
4. Click Resend invitation email.
5. Confirm the action.

Edit User permissions

1. Click the hamburger menu in the top left corner.
2. Select Administration > Users.
3. Click Actions next to the user you want to edit.
4. Click Permissions.
5. Select or deselect permissions as desired.
6. To reset to default settings, click Reset special permissions.
7. Click Save.

note

If you are changing your own permissions, you may need to refresh the page (F5) to see the changes take effect.

Delete a User

1. Click the hamburger menu in the top left corner.
2. Select Administration > Users.
3. Click Actions next to the user you want to delete.
4. Click Delete.
5. Confirm deletion.