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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.
To administer or create a user select Service Desk > Manage Customer > Manage Users.
- To Create a new user, click on the ‘Invite User’ button and then fill in the required details.
- An Invitation will be sent to the users email address.
- Upon receipt of the invitation the user will need to click on a link and fill in the required details.
- The Username must be the users email address.
- To edit accounts you must have Administrator permissions. Refer Managing Users
Account Settings
Policies around password settings, and session timeouts can be configured at a customer level, and applied to all users for by default.
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These account settings can be over-ridden on a per-user basis by an administrator by editing the specific user.
Managing users
Under Administration Under Administration → Manage Users, or Service or Service Desk → Manage Customer → Manage Users,
it is possible to:
- Reset user password
- Change user password
- Update user account details
- Over-ride customer account policy settings
- Update user details
- Update permissions
- Suspend/Unsuspend user accounts
- Delete user accounts
- To Edit an existing user, click on the Full Name or select View
- User details are presented
- Select the Edit button and amend fields. Then select Save.
- To Delete an existing user, click on the …More menu next to the user name and select Delete from the menu options:
- A Confirm Delete popup is presented
- Type the word ‘delete’ to confirm and select OK.
- To Reset a Password for an existing user, click on the … More menu and select Reset User Password from the menu options:
- A Confirm Reset Password popup is presented
- An email will be sent to the user with instructions to reset their password once the OK button has been selected.
- To edit accounts you must have Administrator permissions. A normal user can view account details and edit some details of their own account.
- Use Edit to Suspend an account. Change the account status to Active to unsuspend.
Account suspension
Accounts may be suspended due to:
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