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Once the user has accepted the invite, the administrator can further configure their access and assign them specific roles as needed. 

Account Settings

Policies around password settings, and session timeouts can be configured at a customer level, and applied to all users for by default. 

Account settings are configured under Service Desk → Manage Customer.

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Password Policy

Password Aging

This setting is disabled by default.  If enabled, the policy forces a user to change their password after a specified number of days.

Password History

This setting is disabled by default.  The enforce password history setting determines the number of unique passwords associated with a user account, before an existing old password can be reused.   The maximum value is 24.  The minimum value is 1. 

Timeout Policy

Idle Timeout

This setting is disabled by default.  If enabled, it determines the number of minutes of inactivity before the user session times out and the user is redirected to the login page. 

The minimum value is 1 minutes. 

Dashboards and existing remote access sessions are exempt from this session. 

Account suspension on Inactivity

This setting is disabled by default.  

If enabled, the account suspension on inactivity policy setting determines the number of days an account is idle (if not logged in), before it will be suspended.  

The maximum value is 120.  

Once suspended only, a user's account status, will change from active to suspended.  The user will no longer be able to log on.  To re-enable the account, and administrator, must edit the account and reset to active. 

Over-riding account settings

These account settings can be over-ridden on a per-user basis by an administrator by editing the specific user

Managing users

The following actions can be done under Administration → Manage Users:

• Reset Passworduser password
• Change Passworduser password
• Update user account details
• Update user details
• Update permissions
• Suspend/Delete user accounts

Account suspension

Accounts may be suspended due to:

• Incorrect password entered more than three times (account is temporarily suspended for 30 minutes), unless unsuspended by an administrator, by resetting a user's account status to when editing the user
• The customer, or business partners has enabled account suspension on inactivity under account details. 

Switching Entities

Sometimes as a business partner, it is desirable to assume the entity of another customer.  For example when doing a demo for that customer.

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