User

A User is an individual who has access to the system. Users have unique identifiers such as email addresses and can belong to various user groups. Depending on their function or access level within the application, different roles can be granted to the users.

Create a new user

  1. Click the “New user” link
  2. Enter the required details
  3. Save

View user details

  1. Click the user name
  2. Check the displayed details
  3. Navigate to other tabs for additional details

Remove user

  1. Click the user name
  2. Click the “Remove user” button at the bottom left
  3. Approve as prompted

Include user in user group

  1. Click the user name.
  2. Navigate to the “User groups” tab
  3. Click the “Include in user groups” tab
  4. Click the “Include in” link to add user to user group
  5. Click the “Save user” to confirm

Exclude user from user group

  1. Click the user name
  2. Navigate to the “User groups” tab
  3. Click the “Exclude from” to remove a user from user group
  4. Click the “Save user” to confirm.

Grant role

  1. Click the user name
  2. Click the “Service access” tab
  3. Choose a company, company group or subscriber from the list
  4. Choose a role or role group
  5. Check the “Action” column to see unsaved changes
  6. Click the “Save actions” to apply changes

Revoke role

  1. Click the user name
  2. Navigate to the “Service access” tab.
  3. Click the toggle button in the “Action” column and switch it from “None” to “Revoke” for the desired roles.
  4. Click the “Save actions” to apply changes

View change log

  1. Click the user name
  2. Click the “Change log” tab
  3. View all changes made to the user’s account

Check connect user id

  1. Click the user name
  2. Navigate to the “Configuration” tab
  3. Check the Connected User ID displayed there

Filter users

  1. In the User table, locate the filter icon above the user list
  2. Click it
  3. Filter user list based the company, service or role
  4. Press “Ok” to apply filter
Last modified March 26, 2025