Managing Users

Created by chris.joinson@airangel.com, Modified on Mon, 21 Feb, 2022 at 11:59 AM by Mark Jones

TABLE OF CONTENTS

Introduction

An administrator of Captivnet will need to manage users. This section will explain:

Viewing a user's account
Adding a new user
Editing a user
Deleting a user

Location of the User Accounts

Step	Description
1	Log into the site that you wish to add the user to.
2	Click on the username on the top right of the screen to show a dropdown menu.
3	Select Settings. This will take you to the Settings menu.
4	Select Access Control.

Viewing a User's Account

Step	Description
1	Follow the steps described in Location of the User Accounts to go to the screen where user accounts are administered.
2	Click the Filter button to the right of the screen.
3	Enter the user's email address or part of the email address.
4	Click Add Filter. Captivnet will return anything that matches the criteria that is entered in the user list.
5	Click on the row that you wish to view. This will display the user's account details below the Role list. The account details are split into sections and you can expand each section by clicking the plus symbol to the right of the section.

Adding a New User

Users can either have access to the whole domain: all sites or they may only have access to a certain number of sites within a domain. Follow the steps below for when a user should have access to a limited range of sites. If the user needs to have access to all sites within a domain, please go to Domain Manager Settings article.

Step

Description

Follow the steps described in Location of the User Accounts to go to the screen where user accounts are administered.

Click ADD USER option. A pop up window will be displayed.

The pop up window will display the following fields:

Field	Description
First name	enter the user's name. This field is not required but it will help to identify the user more easily.
Last name	enter the user's last name. This field is not required but it will help to identify the user more easily.
Email	This is mandatory as the user will be sent an email to set their password.
Time Zone	This is mandatory so that the right time for the user's time zone will be displayed to the user.
Role	The role defines which screens the user has access to and update rights. If no role is applied, the user can still log in but they will not be able to access anything. The permissions are then available to edit or view in the Permissions section in the user's account details.

Press Save.
An email will be sent to the user to set up their password.
The user record has been created.

Find the user that has been set up in the user summary list. You can click on Filter to search for the email address.
Once found, click on the row and the user's account will display at the bottom of the page.

In the account details, scroll to the Sites and click on the plus symbol to the right of the section. This will expand the section.

Click Add Site. A pop up window will be displayed.

Click on the dropdown to display the sites in the domain and select the site the user should have access to.

Click Save.

Repeat steps 12 to 9 for any further sites the user should be added to.

Editing a User's Account

Step	Description
1	Follow the steps described in Location of the User Accounts to go to the screen where user accounts are administered.
2	Follow the steps described in Viewing a User's account to locate the user that you wish to edit.
3	Expand the section that requires editing to update and edit the required data. Note: if you don't have write access to the Access Control screen you will not be able edit a record.
4	Each of the sections within the account has its own Save button. If editing in more than 1 section, you will need to click Save in each of the sections that has been edited.

The following list describes the fields in the sections of the user's account and whether they can be modified:

Section	Field	Purpose	Editable
General	First name	The user's first name. Sometimes the email address is not always clear who the user account belongs to.	Yes
	Last name	The user's last name.	Yes
	Time Zone	Which time zone best represents where the user is in the world. This will also display the time in time fields relevant to the timezone.	Yes
	Roles	Defines the module and update rights that user has access to. Only 1 role can be applied to the user. The Permission section displays the permission allocated to the role. If the permissions are not correct, the role would need updating or a different role attached.	Yes
Sites	Tag Value	This defines the sites the user has access to. A site can either be added or removed. To remove a site from a user, click on the Site tag and click the DELETE button in the pop up window.	Yes
Permissions	Module/None/ Read/Read Write	This is a display of the permissions of the role that has been assigned to the user. These cannot be updated against the user. The role itself has to be updated.	No

Deleting a User's Account

Step	Description
1	Follow the steps described in Location of the User Accounts to go to the screen where user accounts are administered.
2	Follow the steps described in Viewing a User's account to locate the user that you wish to delete.
3	In the General section, click DELETE. A confirmation message will be displayed. To continue the deletion, click Yes.