User Management (UM) is an essential software application that streamlines the process of creating, managing, and maintaining user accounts within the system. These tools provide a centralized platform for administrators to effectively control access to various resources, including tools, domains, and data.

Create User

1. From the User Management page. Click the Users tab and click New.

2. Fill in all fields marked with an asterisk ( * ).

3. Once done, in the upper right corner click Save.

4. Wait for the notification that the newly assigned contact has been successfully created.

5. If you want to add a new user click Yes on the modal page. Otherwise, click No to exit.

Add User to Organizational Unit

1. Click theEdit icon on the account you want to modify from the Users tab.

2. Click the Member of the Organizational Unit tab at the upper right corner of the data browser.

3. Click the dropdown field under Units and select the units.

4. Click the dropdown field under Roles and select the correct role.

5. Click the Add new role in Organization button.

6. Wait for the notification that the newly assigned role in the organization has been successfully created.

   

Delete User

1. Click the Delete icon to remove an account from the User tab.

2. A modal window will prompt. Click Submit to delete else click Cancel.

Change User Status

1. From the User tab, toggle left to deactivate the user. The Status column will change to Disabled.

2. To regain active status, toggle it to the right. The Status column will change to Active.

Create New Role

1. From the User Management page. Click the Roles tab and click New Role.

2. Fill in the Basic Information (Name, Description, and Roles)

3. Under the Permission, select the domain by clicking the checkbox.

4. Select the tool(s) to add to the new role by clicking the checkbox.

5. Once done, click Save in the upper right corner.