This article targets global administrators and account owners, detailing the process of user management within your organization and across your tenants.
The user management module provides a unique space for administrators to control who can access your organization's data in Resolution Intelligence Cloud. Global Administrators and Account owners can add a user, determine the level of access, reset MFA for a specific user, and edit the user's details. Depending on the roles assigned, a user can authorize access to certain data and perform certain levels of functions.
Managing Features
This option allows you to choose or remove the features that come with your subscription plan at any time for your organization's users.
To manage features,
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user to whom you wish to manage features.
- Click the ellipses icon next to the user and select Manage Features from the drop-down menu.
You will be redirected to the user profile page.
6. Click Modify Features.
7. Check box next to each feature and click Update.
Resetting Multifactor Authentication (MFA)
This option helps you reset the MFA for your end users to gain access to the Resolution Intelligence Cloud platform even if they no longer have access to their phones or other devices where TOTP is enabled.
To reset MFA for a specific user,
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user who needs a reset of the MFA.
- Click the ellipses icon next to the user and select Reset MFA from the drop-down menu.
A pop-up appears. - Click Yes.
MFA for the user will be reset to the default. Again, your user needs to set up the MFA to gain access to the platform.
Modifying Partner Access
You can always grant access for any user (internal or external) to multiple organizations or tenants after you have saved a user with access to a single organization in order to troubleshoot or perform important activities within your organization.
To grant access,
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user to whom you wish to grant access.
- Click the ellipses icon next to the user and select Access from the drop-down menu.
A dialog window appears. - Select a Partner name from the drop-down list and click Save.
Editing a User
To edit user details,
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user you wish to edit the details for.
- Click the ellipses icon next to the user and select Edit from the drop-down menu.
- Modify the details like first name, last name, designation, and role.
- Click Save.
Deactivating a User
To deactivate a user:
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user you wish to deactivate.
- Click the ellipses icon next to the user and select Deactivate from the drop-down menu.
Reactivating a User
To reactivate a user:
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user you wish to reactivate.
- Click the ellipses icon next to the user and select Activate from the drop-down menu.
Deleting a User
To delete a User,
- Click the gear icon at the top (or) hover over hamburger icon at the top left corner.
- In the bottom of the left menu, click Configurations.
- In the left menu, under Account Information, click Users.
- Locate and select the user that you want to delete.
- Click the ellipses icon next to the user and click Delete from the drop-down menu.
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