If you are an Account Super User, you can manage all aspects of the account including creating new users, adding and removing existing users, enabling 2-Factor Authentication or expire a user's membership in your account. You also have an option to export the user list to a CSV (Comma Separated Value) file.
Create a New User
Users may self register into an account or the Super User may add them.
An email notification is sent to the new user with login credentials.
An email will also be sent to the account Super User (s) advising that a new user has been added to the account.
Require Super User Authorization to Add New User
Support Portal accounts default to requiring Super User approval to allow new members into an account. Super Users may deselect this option under theAccount Details section to remove the feature. This option is recommended so that;
An email will be sent to the account Super User(s) asking to approve the self-registration attempt.
The Super User may approve or deny the request and the user and other Super Users will be notified accordingly.
Require 2 Factor Authentication Support Portal accounts default to requiring 2 Factor Authentication for all users. Super Users may deselect this option under the Account Details section to remove the feature. This option is recommended for enhanced security.
Add User to Account
To add a user to an account the following is required:
The user must already have a CSP user account.
You will need the user's email address.
Select the correct account to add the user to. Use the account switcher if you need to select a different account.
Click onMembers > Manage Users
Click Add User to Account button
Enter the user's email address and select an expiration date for the login if appropriate as well as the necessary roles for the user. Click Add User to Account to submit.
Edit an Account Member
Select the correct account . Use the account switcher if you need to select a different account.
Click on Members > Manage Users
In the Manage Users screen you will see all of the members on the currently selected account. You can search for a specific member by first or last name or email address. You can use the sort options at the top of each row to display filtered user data. The three dots on the right hand side allow you to EditUser or Delete User. If you choose Delete User, the user will be removed only from your account. They will remain active in any other accounts in which they are members.
You can modify the activation date, expiration date, role (Standard User is the recommended default role ) and description. For user role definitions see Support Portal User Role Matrix 2 Factor Authentication can be enabled, using email authentication, or disabled. 2FA is recommended for enhanced security. Individuals may set up Google Authenticator for themselves by selecting the option under their name (upper right hand corner) My Profile > Security Settings. If a user has opted to use Google Authenticator, this will appear as a selection in the 2Factor Authentication field.
Click Update User to submit changes.
Export to CSV
To export the list of account users to a CSV (comma separated value) file, click on the "Export to CSV" button.
You will be prompted to save the MembershipReport<date>.csv file, or it may download automatically (depending on browser).
For a full list of other Support Portal User Documents, please click here: