Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
user-management [2014/12/20 11:42]
127.0.0.1 external edit
user-management [2017/07/26 08:23] (current)
Line 2: Line 2:
  
 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. 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.
 +
 +{{vimeo>​117904549?​750x423}}
  
 ===== Adding users ===== ===== Adding users =====
  
-If you are creating ​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}} 
 + 
 +\\ 
 +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 Sentori account for someone who already has a Sentori ​user accountthen 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]].+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 =====
  
-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.+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.