User Account Management

User Account Management settings let you manage users, user groups, and access to projects. You can navigate to User Account Management through the quick link in the slide-out panel.

You must be an account administrator to manage user accounts.

The User Account Management has two tabs:

• Users & Groups – Manage users and user groups.

• Project Permissions - Assign users and user groups to projects.

Users & groups tab

The Users & Groups tab has two panels. The Users panel lets you manage users, and the Groups panel lets you manage groups. You can use the buttons in the center of the page to add and remove selected users to and from groups.

Users

You can select the following user types:

User type	Description
Admin	Create and manage users and duplicate projects.
Standard	Limited access and functionality in a project.
Read-Only	Unable to make changes to a project even if you have other roles that would otherwise allow it.

Create single sign-on or password user

When creating a new user, the SSO On toggle lets you choose between creating a single sign-on (SSO) user, or a user that logs in using their user name and password. The default setting is On. This cannot be changed in edit mode.

Add user

Step by Step — Add user

1. Click the Add user icon in the Users panel.

   The Create User dialog box opens.

   

2. Fill in the required fields indicated by an asterisk, and then click Save.

The SSO toggle lets you choose between creating an SSO user, or as a user that signs in with a user name and password. To add a user that signs in with a user name and password, switch the SSO On toggle to Off.

Edit user

Step by Step — Edit user

1. Select a user from the Users panel.

2. Click the Edit user icon at the top of the Users panel.

   You can also right-click a user, and then select Edit User in the drop-down menu.

3. Make the updates in the dialog box, and then click Save.

Activate user

To activate a user, right-click the user, and then select Activate User in the drop-down menu.

Deactivate user

To deactivate a user, right-click the user, and then select Deactivate User in the drop-down menu. A deactivated user can no longer access their account.

Reset a user's password (SSO off)

To reset a user's password, right-click the user, and then select Reset Password in the drop-down menu. The user receives an email with instructions and a link to reset their password.

Set a user's temporary password (SSO off)

To set a temporary password for a user, right-click the user, and then select Set Temp Password in the drop-down menu. A temporary password lets you manually set a new password for the user.

Delete a pending user

To delete a pending user right-click the user, and then select Delete User in the drop-down menu.

You can only delete pending users for non-SSO users.

Resend activation email (SSO off)

To resend an activation email to a pending user, right-click the user, and then select Resend Account Activation Email in the drop-down menu.

Groups

Groups are made up of multiple users. You can assign multiple users to projects using groups.

Add a group

To add a new group, click the Add group icon at the top of the Groups panel. In the dialog box enter a group name, and then click Save.

Delete a group

To delete a group by right clicking a group, and then selecting Delete Group in the drop-down menu.

A group must unassigned to be deleted.

Rename a group

To change a group's name, right click a group, and then select Rename Group in the drop-down menu.

The new group name is shown in all historical data about the group.

Project permissions tab

The Project Permissions tab has two panels. You can add and remove selected users and Groups As Teams using the center buttons.

	Item	Description
1	Groups panel	Shows groups and their users.
2	Projects panel	Shows projects and the users and groups assigned to each project. You can manage user and group access to a project
3	Add, Remove, and Add Groups As Team	You can use the buttons in the center of the page to add and remove selected users and Groups As Teams to and from projects.

Users and Groups As Teams have the following access types:

• Read Only – Unable to make changes to a project even if they have roles that would otherwise allow it.

• Write - The default access given to a user or group.

Export

You can export a Microsoft Excel file with user information and to which projects users are assigned to. Export files are useful for audits.

To export, click Export in the top right of the page to download the file.