Last updated on March 24, 2015

Cloud: Managing Users

Overview

This guide outlines various administrative tasks related to managing users within the User Management extension. The five major user management tasks covered in this article are:

  • Editing Users – Making general changes to a user’s account information.
  • Suspending Users – The process of restricting a user from accessing the Appspace without removing their account from the server database.
  • Reactivating Users – The process of reactivating a user’s account if it has been locked or suspended.
  • Deleting Users – Removing a user’s account and all related assets from the server database.
  • Moving Users – Transferring/switching a user from one user group to another.

Pre-requisites

  • The ability to manage users require at minimum the Portal Administrator, Network Administrator, or User Management role

Editing Users

Step 1

From the home page of the User Management extension, begin by selecting the network that contains the user group that has the user for which you would like to edit. Once the target user appears on the main user listings section, click on their name link.

Step 2

On the Edit page, make the necessary changes to the user’s details as desired. When finished, click Save to confirm and apply your changes.

Suspending Users

Step 1

From the home page of the User Management extension, begin by selecting the network that contains the user group that has the user(s) for which you would like to suspend. Once the target user appears on the main user listings section, check the box next to their name. Proceed to click on the lock (Suspend User) icon in the toolbar.

Step 2

A pop-up window will prompt you to confirm the suspension. Click OK suspend the selected user.


Back on the main user listings section, the suspended user should now appear “Suspended” under the Status column.

Alternate Suspension Method

An alternate method to suspend a user is located on the Edit User page. By clicking on the Suspend User link, you will be prompted with the same workflow as described above to suspend the selected user.

Reactivating Users

Step 1

From the home page of the User Management extension, begin by selecting the network that contains the user group that has the user(s) for which you would like to reactivate. Once the suspended user appears on the main user listings section, click on their name link.

Step 2

On the Edit User page, you should firstly be able to verify that the account is currently suspended. Click on the Reactivate User link to continue.

Step 3

A pop-up window will ask you to confirm the reactivation. Click OK to proceed.


Back on the Edit User page, the status icon should now appear green and Active to confirm that the user has been reactivated.

Deleting Users

Step 1

From the home page of the User Management extension, begin by selecting the network that contains the user group that has the user(s) for which you would like to delete. Once the target user appears on the main user listings section, check the box next to their name. Proceed to click on the trash can (Delete User) icon in the toolbar.

Step 2

A pop-up window will prompt you to confirm the deletion. You must enter your Appspace account password before pressing OK to proceed.

Warning

Be sure to carefully review the layouts, widgets, and content that will be affected by this deletion before permanently removing them from the system.

Alternate Delete Method

An alternate method to delete a user is located on the Edit User page. By clicking on the Delete User link, you will be prompted with the same workflow as described above to delete the selected user.

Moving Users

Note

Applications, shared content, and group user roles are tied to the user group that a user belongs to. Moving a user between networks essentially moves a user from one user group within a network to another. Therefore all settings (shared content and group user roles) and applications tied to the user’s previous user group will be removed. After moving users, it is best practice to verify that all content and applications continue to function as intended.

Step 1

From the home page of the User Management extension, begin by selecting the network that contains the user group that has the user(s) for which you would like to move. Once the target user appears on the main user listings section, check the box next to their name. Proceed to click on the Move User icon in the toolbar.

Step 2

A new Move Users window should pop up that presents the Network Tree. Find the desired new destination group (which may or may not be in the same network) and click to select it. Click OK to proceed and complete the moving of the user(s).

Note

You may alternatively also use the Search bar to find the name of a group. When you click on a network or group from the search result, you will be taken to that location in the network tree structure.

Step 3

You should now be able returned to the main User Management home page and be able to find the moved user located in their new user group.

Alternate Move Method

An alternate method to move a user is located on the Edit User page. By using the Group drop-down menu, you can directly select a new user group in which to move the user into. Be sure to click Save button to confirm the changes if using this method.