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Account Management | System

  • Updated

To manage accounts of users in the Organization, navigate to the Accounts tab in the System Admin panel and open Account Management. For creation of new accounts and groups go to Add Accounts & Groups.

Find the account of a user by entering the account email address. After finding the account, the following account information can be viewed:

  • UserID – The unique system identifier used in the system to identify a user/account
  • User Name – This is the login name used to login
  • Name – The first and last name as entered in the account profile
  • Active – Set to true if the account is active and set to false if the account is inactive. A user with an inactive account cannot login to the system and will not be counted as an active license.
  • Last Login – The date a user logged into the system for the last time
  • Role - User or Developer (as user with the role developer can develop add-ons for Marketplace)
  • Module – Additional functional modules that have been activated for the user account.
  • Plugins – Custom plug-ins developed with our Software Development Kit (SDK) that are installed for the user account.

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For each account, the system administrator can manage the following account settings:

  • Deactivate account – Sets the active status of an account to false. Users with an inactive account cannot log in to the system
  • Reset Password – Generates a new password for the user to log in (not functional when login is linked to organisation SSO/LDAP/AD authentication)
  • Remove Two-step verification – Removes the requirement for 2-factor authentication for a user to log into the application (used in case a user loses/forgets his phone/device that generates the two-factor code). The user can now log in only with their password.
  • Add User to Group - Add a new or existing user to an existing group.
  • Remove User from Group - Remove the user from a group the user is in.
  • Change Group Owner - Change the owner of the group
  • Change User Role - Change the role of that user within the group
  • Change Email / Organisation – Provides the option to change the email address and/or organisation of a user.
  • Change Username - Provides the option to change the username (i.e. login) of an account
  • Enable Developer - Activate the developer mode for a user to provide access to the tools needed for add-on development with the SDK
  • Add or remove Modules - Provides the option to add or remove additional functions in the system for an account
  • Activate or deactivate custom add-ons - Provides the option to activate or deactivate custom SDK add-ons for an account

In addition to the Account Information, also the Group Information of the groups in which the user is active is shown:

  • Group Name – The name of a group to which this account has access
  • Owner - The Group Owner
  • User Role – The role a user has in the group
  • Licenses – The installed licenses for the group
  • Module - Additional functional modules that have been activated for the user account.
  • Plugins – Custom plug-ins developed with our Software Development Kit (SDK) that are installed for the user account.

The System Administrator can execute the following actions related to (the user in) the group.

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