Users
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Use the Users editor to manage 抖阴Cloud Portal user accounts including their assigned roles and sites.
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1 | Hamburger Menu | Expand/collapse the left menu pane. |
2 | Create User | Create a new user record. |
3 | Actions | From the Actions dropdown, select an action to perform on the selected user record(s):
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4 | Search | In the Search field, type criteria to search for a specific record. |
5 | 3-Dot Menu | From the dropdown, select an action to perform on the user record:
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Create Portal User
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To create a user:
From the Users homepage, select Create User.
From the General page of the New User editor, type the user information in the provided fields:
Name - Type the name of the user.
Email - Type the email address of the user.
Preferred Language - From the dropdown, select the preferred language of the user.
From the Roles page, assign Roles to the user account:
Select Add Role.
From the Add Roles popup, select the Roles to assign.
Select Add [#] Roles.
From the User Groups page, add the user to selected user groups.
From the Sites page, assign company sites to the user account:
Select Add Site.
From the Site Selector, select the sites to assign.
Select Select [#] Sites.
From the upper-right of the screen, select Save.
Resend Email Invitation
An invitation to accept the new user account is sent to the user's email address. In the event the invitation is not received or accidentally deleted, resend the invitation.
To resend the email invitation to the user:
From the Users homepage, select the user.
From the Actions dropdown, select Resend Invite.
Manage Users
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Use the Users editor to manage 抖阴Cloud Portal user accounts including their assigned roles and sites. The following information is provided for each user listed on the Users homepage:
Column | Description |
|---|---|
Name | The name of the user. Select a user name to open and edit their account. |
The email address of the user. | |
Roles | The 抖阴Roles assigned to the user. |
Sites | The number of company sites assigned to the user.
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To manage existing users:
From the Users homepage, select the users.
From the聽Actions聽dropdown, select the User Actions.
User Actions
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The following table describes the actions available from the聽Actions聽menu of the聽Users听别诲颈迟辞谤.
Action | Description |
|---|---|
Edit User |
NotaThe Edit User action is only available when a single user is selected. |
Manage Role assignments. | |
Manage company site assignments. | |
Delete the selected users. |
Assign a Role to Multiple Users
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To assign a role to multiple 抖阴Cloud Portal users:
From the Users homepage, select the users.
From the Actions dropdown, select Edit Assigned Roles.
From the Edit Assigned Roles window, select Add Role.
From the Add Roles window, select the roles to assign.
Select Add [#] Role(s).
Select Save.
Edit Assigned Roles for Multiple Users
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To edit the Role assignments for multiple 抖阴Cloud Portal users:
From the Users homepage, select the users.
From the Actions dropdown, select Edit Assigned Roles.
From the Edit Assigned Roles window, select the roles to edit.
From the Actions dropdown, select one of the following actions:
Action
Description
Assign to All Selected Users
Assign the selected roles to the users.
Unassign from All Selected Users
Remove the role assignments from the users.
Select Save.
View Assigned Permissions for a User
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To view the assigned permissions for a 抖阴Cloud Portal user:
From the Users homepage, select the user to manage.
From the Actions dropdown, select Edit User.
From the menu pane on the left, select Roles.
Beneath the Roles heading, select Permissions Assigned.
The Permissions popup lists all the permissions assigned to the user.
In the Permission column, drill down into the role permission categories to access the individual permissions.
In the From Role column, view the role that is associated with the permission.
Select Close to close the Permissions popup.
Assign a Site to Multiple Users
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To assign a site to multiple 抖阴Cloud Portal users:
From the Users homepage, select the users.
From the Actions dropdown, select Edit Assigned Sites.
From the Edit Assigned Sites popup, select Add Site.
From the Site Selector, select the sites to assign.
Select Select [#] Site(s).
Select Save.
Edit Assigned Sites for Multiple Users
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To edit the site assignments for multiple 抖阴Cloud Portal users:
From the Users homepage, select the users.
From the Actions dropdown, select Edit Assigned Sites.
From the Edit Assigned Sites window, select the sites to edit.
From the Actions dropdown, select one of the following actions:
Assign to All Selected Users - Assign the selected sites to the users.
Unassign from All Selected Users - Remove the site assignments from the users.
Select Save.
Delete User
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To delete a 抖阴Cloud Portal user:
From the Users homepage, select the users to delete.
From the Actions dropdown, select Delete User(s).