Applies to: SightMind

Summary:

This article explains how to add/remove users for use in SightMind from Cloud Portal. 

Step By Step Guide:

Accessing the Setup Page 

To open the Setup page: 

1. Log in to SightMind.
   
   
2. Hover your mouse pointer over the left side of the browser. 
   
   
3. When the menu panel appears, click Setup.  
    

Viewing User Information  

To view detailed information about SightMind users, click Users > Users on the Settings page. 

The following information is available:

• Name – User name 
  
  
• Email – User email address 
  
  
• Portal role – User role on Cloud Portal 
  This is the role assigned when adding a user on Cloud Portal. Portal roles include Super Admin, Admin, and User. 
  
  
• SightMind Role – User role in SightMind 
  SightMind's user role types include Super Admin, Admin, Operator, and Viewer.  
  For information about the role, navigate to Users > Roles on the Settings page. 
  
  
• Status – User status 
  The user statuses include Active, User not activated, and Account locked. 
  The management of user status occurs with Cloud Portal.

Adding a User from Cloud Portal 

To add users registered on Cloud Portal to SightMind: 

1. On the Users page, click Add.  
   
   You can view all users registered in Cloud Portal. 
   
   
2. Select the user you want to add to SightMind. 
   
   
3. Click Add. 

Removing a User 

To remove a user in SightMind: 

1. On the Users page, select the user to remove from the user list. 
   
   
2. Click Remove. 
   
   A confirmation message appears. 
   
   
3. Click OK. 

NOTE: You cannot remove a user with the Super Admin role for Cloud Portal.

Viewing Your Role in Cloud Portal and SightMind 

To view your role, click the Profile button on the upper right corner.

Your role for both Cloud Portal and SightMind will be displayed.