Palo Alto Networks Knowledgebase: How to Manage Users in Your Account

How to Manage Users in Your Account

15356
Created On 02/07/19 23:33 PM - Last Updated 02/07/19 23:34 PM
Content Release Deployment
Resolution

If you are an Account Super User, you can create a new user, remove, enable 2 Factor Authentication or expire a user's membership in your account. You even 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.

  • To create a new user, please see instructions here: How to Create a Support User Account for Another User 
  • 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

 As of  November 9, 2018 all existing accounts were defaulted to require Super User  approval to allow new members into an account. Super Users may deselect this option under the Company Account section to remove the feature.  Brand new accounts will not default to this option.  If the option is selected;

  • An email will be sent to the account Super User(s) asking to approve the self-registration attmpt.
  • The Super User may approve or deny the request and the user and other Super Users will be notified accordingly.

2018-05-03_manage5.png

 

Add an Account Member

To add a new account member, the following is required:

  • The user must already have a CSP user account.
  • You will need to know the user's email address.

 

  1. Click on the Members tab.
  2. Verify the account currently selected, change if needed with the Drop down option.
    2018-05-02_new-user1.pngVerify Account, if not correct, use the Drop down and select or search for the correct account.
  3. Click on Members > Manage Users
    2018-05-03_manage1.png
  4. Click on Add Member button.
    2018-05-03_manage6.pngManage User - Add Member option
  5. A new row is added to the table.  Enter the user's email address, activation date and expiration date (optional).  The default account role is assigned, modify if necessary, use "x" to remove a role, multiple roles can be selected.
     
  6. Click on the Checkmark button to save or the "not" symbol to cancel.

 

 

Edit an Account Member

  1. Verify the account currently selected, change if needed with the Drop down option.
    2018-05-02_new-user1.pngVerify Account, if not correct, use the Drop down and select or search for the correct account.
  2. Click on Members > Manage Users

     
  3. In the Manage Users screen you will see all of the members on the currently selected account.
    2018-05-03_manage2.pngManage Users screen
  4. Click on the Pencil/Edit button under the action column on the right side to edit a user.
    2018-05-03_manage3.png
  5. You may modify the activation date, expiration date, 2 Factor Authentication (If selected in Account Settings), role and description.   For user role definitions see Support Portal User Role Matrix
    2018-05-03_manage4.pngOptions you get when editing a user account.
  6. Click on the Checkmark button to save or the Not symbol to cancel.

 

Remove an Account Member

  1. While still on the Members > Manage Users screen.
  2. Click on the X button under the Actions column on the right side to be removed.
    2018-05-03_manage7.png
    Note: Removing a user member does not delete the user's account.  It only removes the user as a member of your account.  The user no longer has access to your account.

 

Export to CSV

  1. To export the list of articles to a CSV (comma separated value) file, click on the "Export to CSV" button in the upper left. 
    2018-05-03_manage8.png
  2. You will be prompted to save the MembershipReport<date>.csv file, or it may download automatically (depending on browser).

 

See Also

For a full list of other Support Portal User Documents, please click here:

Customer Support Portal User Documents

 



Attachments
Actions
  • Print
  • Copy Link

    https://knowledgebase.paloaltonetworks.com/KCSArticleDetail?id=kA10g000000ClNaCAK&refURL=http%3A%2F%2Fknowledgebase.paloaltonetworks.com%2FKCSArticleDetail

Attachments
Choose Language