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user-management [2014/07/09 14:12] ian [User management] |
user-management [2017/07/26 08:23] (current) |
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| ====== User management ====== | ====== User management ====== | ||
| - | The user management features, accessed via the top-right cog menu in Sentori, allow you to create new user account, to modify details of a user and to take away access privileges. | + | 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. |
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| + | {{vimeo>117904549?750x423}} | ||
| ===== Adding users ===== | ===== 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. | + | {{vimeo>117904426?750x423}} |
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| + | To create a new user or add an existing user from another account into your account, click the Add User button. You will then be asked for the user's Email Address so Sentori can check if the user does already exist or must be created. 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 client account to someone who already has a Sentori user account then you should select the import user icon. 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]]. | + | When adding an existing user, you have the opportunity to edit their details after granting them access as, when existing users are added into an account, they are set as [[general-users|Users]], and you wish to make them an [[admin-users|Administrator]] in this account or enable/disable the Data Manager setting. |
| ===== Editing user details ===== | ===== Editing user details ===== | ||
| - | Remember that when you edit a user's details changes will apply to all client 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 user group and 'access to this account' setting which are set on an account by account basis. | + | 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 Access to this Account, User Group, and Data Manager settings, which apply only to the account you are currently in. |
| Having selected edit user you will see a screen like the one below. | Having selected edit user you will see a screen like the one below. | ||
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| ^User Details^Data / Optons^ | ^User Details^Data / Optons^ | ||
| - | |Email Address|This is act as a user name at log in time.| | + | |Email Address|Used as part of the users login, helpdesk access, and notification emails.| |
| |User Group|Either [[admin-users|Administrator]] or [[general-users|User]]. *| | |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|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.| | |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. *| | |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. | * These settings apply only to the current client account. | ||