This shows you the differences between two versions of the page.
|
user-management [2014/12/20 11:42] 127.0.0.1 external edit |
user-management [2017/07/26 08:23] |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== User management ====== | ||
| - | The user management features, accessed via the top-right cog menu in Sentori, allow you to create new users, modify details of an existing user, import users from other accounts, and to take away access privileges. | ||
| - | |||
| - | ===== Adding users ===== | ||
| - | |||
| - | If you are creating a user who is totally new to Sentori then you should select the add user icon. You will then be asked to provide identification information for the user and to set a default password. The details of the new user will be entered on the same screen that is used to edit a user, and which is described below. | ||
| - | |||
| - | If you want to grant access to the Sentori account for someone who already has a Sentori user account, then you should use the Import User option. In this case you will not be required to enter any details of the user except for the person's email address. However, you may want to edit the users details subsequent to granting access as, when users are imported, they are given the status of general [[general-users|user]], any you want to make them an [[admin-users|administrator]]. | ||
| - | |||
| - | ===== Editing user details ===== | ||
| - | |||
| - | When you edit a user's details changes will apply to all accounts that the user can access. For example if you change the name, then the name will change in all client accounts. The exceptions to this are the permission and user type settings, which apply only to the account you are currently in. | ||
| - | |||
| - | Having selected edit user you will see a screen like the one below. | ||
| - | |||
| - | {{:edituser.png?|}} | ||
| - | |||
| - | Under user details on the left hand side you should enter: | ||
| - | |||
| - | ^User Details^Data / Optons^ | ||
| - | |Email Address|Used as part of the users login, helpdesk access, and notification emails.| | ||
| - | |User Group|Either [[admin-users|Administrator]] or [[general-users|User]]. *| | ||
| - | |Password|A strong password is required which means a mixture of upper and lower case letters and some numbers or special characters.| | ||
| - | |Password (Confirm) |The password needs to be entered twice to ensure to try to avoid mistakes.| | ||
| - | |Access to this account | Access can either be set to Enabled or Disabled. Users cannot be deleted so it you want to deny access this should be set to Disabled. *| | ||
| - | |Data Manager| If enabled, the user can add and upload contacts and add to the [[loading-suppression-list|suppression list]].| | ||
| - | |||
| - | * These settings apply only to the current client account. | ||
| - | |||
| - | Under personal details on the right hand side you should enter. | ||
| - | |||
| - | ^Personal Details^Data / Optons^ | ||
| - | |First Name|Enter the person's first or given name.| | ||
| - | |Last Name|Enter the person's last or family name.| | ||
| - | |Company Name|Enter a company or organisation name for the user.| | ||
| - | |||
| - | ===== Password security ===== | ||
| - | |||
| - | User accounts should never be shared, and all users should be advised of the importance of keeping their passwords private and secure. | ||
| - | |||