Viewing users¶

To view users:

1. Log in to CDP with User Admin permission.

2. Click Settings > Users.

   CDP displays the Users page.

   

   You can view this page only if you have the full access or view-only User Admin permission. By default, you cannot view this page.

Adding a new user¶

To add a new user:

1. Log in to CDP with User Admin permission.
2. Click Settings > Users.

3. On the Users page, click Add new User.

   CDP displays the Add New User dialog box.

4. In the Add New User dialog box, do the following:
   1. In Email Address, enter the email address of the user.
   2. In First Name, enter the first name of the user.
   3. In Last Name, enter the last name of the user.

   4. In Permissions, select at least one permission for the user.

      For information about the available permissions for different CDP components, see Permissions for CDP components.

5. Click Send Invite.

   CDP saves the details and sends a welcome email to the new user. If a user is locked out due to multiple incorrect passwords, you can send the invite to that user to reset the password.

Editing an active user profile¶

To edit, deactivate, or delete an active user:

1. Log in to CDP with User Admin permission.
2. Click Settings > Users.
3. On the Users page, locate the active user.

4. In Actions, click the Kebab menu and click Edit.

   CDP displays the Edit User Profile dialog box.

5. Do one of the following:
   • To edit user details and permissions, update the information in the First Name, Last Name, and Permissions fields.
   • To deactivate the user, click Deactivate User.
   • To delete the user, click Delete User.
   • To resend the welcome email to the user, click Send Invite.
6. Click Save.

You must log out of CDP for the permissions to take effect.

Editing a deactivated user profile¶

To edit, activate, or delete a deactivated or locked out user:

1. Log in to CDP with User Admin permission.
2. Click Settings > Users.
3. On the Users page, locate the deactivated user.

4. In Actions, click the Kebab menu and click Edit.

   CDP displays the Edit User Profile dialog box.

5. Do one of the following:
   • To edit user details and permissions, update the information in the First Name, Last Name, and Permissions fields.
   • To activate the user, click Activate User.
   • To delete the user, click Delete User.
6. Click Save.