Users is a core section that provides an overview of all registered users in the system. The section allows to create, edit, and disable existing users. The list of users is presented in the form of a table with the following columns:
Screenshot: Users section
Column | Description |
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Status | User's status. Depending on the icon, the status can be either active, deleted or archived. |
Login | User's account name |
Reseller | Name of a company whom this user belongs to |
Full Name | Mailto links of users (if specified in the user's account) |
Role | User's role that determines the access level or permissions |
Functional buttons/icons, presented in the section, are as follows:
Button/Icon | Description | |||
---|---|---|---|---|
Allows creating a new user | ||||
Allows archiving a user | ||||
Opens an Advanced Search drop-down menu |
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By default, the list of clients is filtered by Active status. By clicking on a red downwards arrow icon, a drop-down menu with the following structure is displayed:
Screenshot: Advanced Search drop-down menu
Field | Description | ||
---|---|---|---|
Login | Specify a desired user's login | ||
Reseller | Select from the list of all Resellers, Sub-resellers and Managers registered in the system | ||
Role | Select from the list of existing system roles | ||
Active | Specify whether the user's status is active or not, by selecting from a drop-down list:
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What you need to do to create a new user is:
Screenshot: New user creation window
Field | Description |
---|---|
Login | Specify a user's login. |
Password | Define a password |
Role | Select a role for a user from a drop-down list |
Status | Check if you need to prevent a user temporary from having access to the system. The statuses are:
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Full Name | Enter a user's name. Note that if a user's email is specified, full name in the section serves as a mailto link. |
Specify a user's email | |
Locale | Define a language for a user, and it will be used instead of the system one for displaying all dates, reports, etc. If not specified, the system settings are taken. |
Timezone | Define a timezone for a user, and it will be used instead of the system one for displaying all dates, reports, etc. If not specified, the system settings are taken. |
Reseller | Specify a reseller, sub-reseller or manager a user belongs to |
CoreAPI Token | This field cannot be specified in the creation form. CoreAPI Token is automatically generated by the system after a user is created |
Allowed IPs | Enter IPs or subnets, one record per line, i.e. the user will have access to the system only if he/she logs in via specified IPs |
Attention While creating a new user, bear in mind the following things:
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If you want to archive a User, click the button. The following window will open, where you will be able to transfer Report Queries ownership to another User:
Screenshot: Archiving a User