How to Manage Users in Your Account

How to Manage Users in Your Account

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Created On 09/25/18 18:07 PM - Last Modified 07/22/21 07:41 AM


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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.

  • 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

 Support Portal  accounts default to requiring Super User  approval to allow new members into an account. Super Users may deselect this option under the Account 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.

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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

Follow steps below to add a user to an account.

  • 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 Members > Manage Users.
  • Click Add User to Account button.
 User-added image
  1. 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.
    User-added image

 

 

Edit an Account Member

  •  Select the correct account .   Use the account switcher if you need to select a different account.
  • Click 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 Edit User  or Delete User.    If you choose  Delete User, the user will be removed only from your account.  They will remain active in other accounts in which they are members. 
  User-added image
 
  • 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. 
User-added image

 

 

Export to CSV

  • To export the list of account users to a CSV (comma separated value) file, click on Export to CSV button. 
User-added image
  • 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

 



Additional Information
What to do if you are unable to add a user to the CSP?

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