Applies to: Cloud Portal
Summary
This article describes how to use the Users page to add, deactivate, and reactivate a user, or delete a user from your organization.
Step By Step Guide
To access and configure the Users page:
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Sign in to your Cloud Portal account.
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Click Users to configure your device user settings.
On the Users page, you can:
- View the user information
- Add a user
- Edit a user
- Delete a user
- Deactivate a user
- Reactivate a user
- Reset user password
- Reinvite a user
NOTE: What you can do varies depending on your permissions.
View the User Information
To view user information:
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Sign in to your Cloud Portal account.
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Click Users.
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Search for a user to view the following information:
- Name – User’s name
- Email – User’s email
- Role – User role granted to the user (Super Admin, Admin, or User)
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Status – User status (Active, User Not Activated, Deactivated, or Account Locked)
- Active – Account is activated.
- User Not Activated – Pending activation. User has not accepted account invitation yet.
- Deactivated – User account has been deactivated by an admin.
- Account Locked – User account is locked by an admin or locked by the system due to too many failed login attempts.
- Last Active – When the user was last active
- Last Updated – When the user’s status was last updated
NOTE: Refer to the Role and Permission Matrix to view which user role can
perform what tasks.
Add a User
To add a user to your organization:
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Sign in to your Cloud Portal account.
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Click Users > Add User.
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Enter the user's first name, last name, and email address, and optionally enter the phone number. (User email cannot be elsewhere in a different Organization.)
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Select the role you want to grant to the user from the Select Role dropdown menu.
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Click Create User.
The new user is created and the status is User not activated.
NOTE: The user must accept the account invite in the email to activate the
user account.
Assign Role
When assigning user roles, the first user of the Customer Organization is always assigned the Super Admin role. The remaining users are assigned Admin or User role. The admin can change a user’s role from Admin to User, or User to Admin.
Role and Permission Matrix
Permission – Partner | Super Admin | Admin | User |
Create partner super admin | Y | N | N |
Create partner admin | Y | N | N |
Create partner user | Y | Y | N |
Technician role can be assigned | Y | Y | Y |
View partner user profile | Y | Y | Y |
View linked customer orgs | Y | Y | Y |
Can be assigned Technician role for an existing customer org | Y | Y | Y |
Create customer org | Y | Y | N |
Create customer super admin during customer org creation | Y | Y | N |
The following tasks are performed only with Technician role. | |||
Create locations/areas in customer | Y | Y | Y |
Create customer admins | Y | Y | Y |
Create customer users | Y | Y | Y |
Change customer admin to user or customer user to admin | Y | Y | Y |
View customer users | Y | Y | Y |
Add devices to customer org | Y | Y | Y |
Edit Devices in customer org | Y | Y | Y |
View devices in customer org | Y | Y | Y |
Add license to customer org | Y | Y | Y |
Attach license to a device (in app) | Y | Y | Y |
Detach license to a device (in app) | Y | Y | Y |
Update license expiration date | Y | Y | Y |
View list of licenses available in customer org | Y | Y | Y |
Navigate via tiles to HVC apps | Y | Y | Y |
Access app specific functions | with license | with license | with license |
Permission – Customer | Super Admin | Admin | User |
View linked partner org (pending UI on Portal/Customer Dashboard) | Y | Y | N |
Create customer org (Customer Super Admin can create their own customer org in DIY scenario) | Y | N/A | N/A |
Create customer super admin during customer org creation | Y | N/A | N/A |
Create locations/areas in customer | Y | Y | N |
Create customer admins | Y | N | N |
Create customer users | Y | Y | N |
Change admin to user or user to admin | Y | N | N |
View customer users | Y | Y | Y |
Add devices to customer org | Y | Y | N |
Edit Devices in customer org | Y | Y | N |
View devices in customer org | Y | Y | Y |
Add license to customer org | Y | Y | N |
Attach license to a device (in app) | Y | Y | N |
Detach license to a device (in app) | Y | Y | N |
Update license expiration date | Y | Y | N |
View list of licenses available in customer org | Y | Y | Y |
Navigate via tiles to HVC apps | Y | Y | Y |
Access app specific functions [require App License] | Y | Y | Y |
Edit a User
To edit a user:
- As a Super Admin or Admin, sign in to your Cloud Portal account.
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Click Users.
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Select the user to edit.
A popup modal appears where you can edit first name, last name, phone number, and user role. (User email cannot be changed.)
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Update first name, last name, and phone number, as needed.
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Select the role you want to grant to the user from the Select Role dropdown menu.
- A Super Admin can toggle on Account Status to activate the user or toggle off Account Status to deactivate the user.
- Click Save Changes.
Delete a User
When you no longer want a user to have access to your organization, you can remove them.
To delete a user:
- As a Super Admin or Admin, sign in to your Cloud Portal account.
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Click Users.
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Select the user to delete.
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Click Remove User.
A remove confirmation pop-up appears.
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Click Remove This Account.
The user account is removed from the system and the organization. The user email is freed up to be registered again with an organization.
Deactivate a User
To deactivate a user and remove their ability to access your organization:
- As a Super Admin or Admin, sign in to your Cloud Portal account.
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Click Users.
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Select the user to deactivate.
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Toggle off Account Status.
A deactivate confirmation pop-up appears.
- Click Deactivate This Account > Save Changes.
Reactivate a User
To reactivate a previously deactivated user and re-enable their access to your organization:
- As a Super Admin or Admin, sign in to your Cloud Portal account.
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Click Users.
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Select the user to reactivate.
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Toggle on Account Status.
A reactivate confirmation pop-up appears.
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Click Activate This Account > Save Changes. Then the user’s status is changed to Active.
Reset User Password
To reset a password for a user:
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Sign in to your Cloud Portal account.
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Click Users.
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Select the user to reset their password.
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Click Reset Password.
An email will be sent to the user to reset their password.
Reinvite a User
To send an invitation to a user previously deleted from your organization:
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Sign in to your Cloud Portal account.
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Click Users.
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Select the user (with the status User not activated) to re-invite.
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Click Resend Invitation.
An invitation is sent to the user’s email address registered to the Cloud Portal.