Portal User Accounts
Access the management site
Andrew
Last Update 4 ปีที่แล้ว
Introduction
Portal user accounts are used to log into the management site. They cannot be used to log into the Ensemble application and cannot be added to projects.
Creating user accounts
Note the two tables (one for portal and one for application users)
- Click the '+ Add User' button on the top-right of the Portal User Accounts table.
- Fill out the form accordingly:
- First name / Last name: The desired name for the user.
- Email: Valid email address for the user.
- Select a role: Admin or user.
- Company Admin: has permission to add/edit/remove users and EMM accounts
- Company User: has permission to manage company content and projects
- Setup the user's password
- Invite user: will send an email to the email address provided above, upon user activation a user will be created using the above information and the user will be asked to set their password upon initial login.
- Create User Password: must be at least 8 characters long, with at least upper case letter.
Managing users
Once created, the user accounts will show up in the corresponding table. They can be managed by clicking 'Options' in the far-right column.
- Depending on the type of user account you are logged in as, you will have different options for managing users.
- Web portal users: resend verification email, change password, and enable/disable
- Application users: in addition to the above, app users have the additional options:
- The "Edit License" option lets you change the license type for the application user.
- Select "Edit License" from the drop-down menu corresponding to the desired user.
- Fill out the "Default Device License" form that pops up and click "Save Changes".
- To change a user's password:
- Select "Change Password" from the options menu for the corresponding user.
- Fill out the "Change Password For" form accordingly. Hit "Save".
- The user's password is now changed.
- To disable a user:
- Select "Disable User" from the options menu corresponding to user you wish to disable.
- A Window will pop-up, click "Ok" to confirm.
- Click "Ok" again.
- The user is now disabled, as shown in the table.
- The user can be re-enabled similarly from the Options drop-down menu.
