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A normal user only has read permissions, and typically does not have edit permissions. They typically can still access most of the same pages as an administrator, but will not have edit permissions. Some administrative pages are hidden entirely from a normal user.
Creating New Users
To create or edit accounts you must have Administrator permissions.
To invite a new user navigate to:
- Service Desk → Manage Customer → Manage Users
- Administration → Manage Users
Click 'Invite User', and enter the email address for the new user and select the entity and permissions
In the example below, the business partner, Virsae Direct, is inviting a normal user to 'Virsae Direct'. Alternatively, they could also invite customer users, by choosing one of their customers from the entity drop-down.
required
At this stage you can also select the option to NOT enforce MFA for this user only.
Tip: If you have more than one new Users to create then select the Invite Another box.
Click on the Invite button to send the Invitation email.
- The user will be emailed an invite link, which they must activate in the next 24 hours, before it expires.
- 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.
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Account Settings
Policies around Multi-Factor authentication, password settings, and session timeouts can be configured at a customer level, and applied to all users for by default.
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