User management

User management is the set of actions account users need to take to manage their account. These actions can be found in the profile section of the customer portal → User management page.

A user is someone authorized to log in to the account and assigned a set of permissions. The user should not be confused with a contact. A contact receives notifications related to the role assigned to that contact. A contact email address  cannot be used to log into the account. However, it should be noted that a single person can be both a user and a contact, so the email of both user and contact may be the same.

List of users

The user management page shows a list of users with the following parameters:

• Name

• Email

• Last login (the date the user last logged in)

• 2FA enabled (it shows if Two-Factor Authentication is enabled for the user)

• Role

• Status

Here we go into more detail about the role and status parameters:

Role

A role is a set of permissions grouped by its purpose.

• Owner - has full access to the account and authority to invite new users and edit the existing ones (including other owners). The owner role is assigned automatically to the first user of the account.

• Manager - has full access to account without the ability to invite and edit users.

Status

Status shows if a user is in effect or not.

• Active - a user has access to the account.

• Suspended - a user doesn't have access to the account after being disabled.

• Revoked - a user doesn't have access to the account after authority was revoked.

Operations

A user with the owner role is permitted to carry out the following operations:

• Invite a new user - a user will be displayed in the list of users after successful email confirmation.

• Change the role of a user - the last active owner can't be assigned with another role.

• Disable or enable a user.

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