Create and configure

Introduction¶

This article gives information on how Admin users can create new users and configure existing users.

Add users¶

This section gives instructions for admin users how to add new users and user accounts.

1. Click Users (people icon) on the main menu bar of any page in the application.

   

2. Click +Add new user. 

   

   The Create User page opens. Provide the following information about the new user:

   • User Information

     This section gives instructions on how to provide user contact and identification details.

     
     • First Name (required): Type the first (given) name of the user.
     • Last name: Type the last name (surname) of the user.
     • Email (required): Type the email address for the user.

     • User is account administrator: Toggle the switch ON to assign administrator status to the user, or OFF to block the user from admin functions.

       Note

       Administrators can add, edit, and delete any information within the application. Administrators have access to all API tokens (CMS, Customer, and Admin) and are responsible for sending out tokens to authorized CMS or Customer users. 
       For more information, see the user guide article:

       API Users.

     • Language: Click the drop-down arrow and select the language for the user's location.
     • Enable Export Email Notification: Toggle the switch ON to enable email notifications whenever an export is done.
     • Send welcome mail on creation: Toggle the switch ON to send a welcome email to the user with startup instructions.

• Visible modules

  This section gives information on how to assign modules for individual users to access.

  
  • All modules: Toggle the switch ON to make all modules visible to the user.
  • Policies: Toggle the switch ON to make this module visible to the user.
  • Quality Assurance: Toggle the switch ON to make this module visible to the user.
  • Accessibility: Toggle the switch ON to make this module visible to the user.
  • SEO (Search Engine Optimization): Toggle the switch ON to make this module visible to the user.
  • PageCorrect: Toggle the switch ON to make this module visible to the user.
  • HeartBeat: Toggle the switch ON to make this module visible to the user.
  • Inventory: Toggle the switch ON to make this module visible to the user.
  • Statistics: Toggle the switch ON to make this module visible to the user.
  • Prioritized Content: Toggle the switch ON to make this module visible to the user.
  • Performance: Toggle the switch ON to make this module visible to the user.
  • Data Privacy: Toggle the switch ON to make this module visible to the user.

• Domains

  This section gives information on how to assign specific domains to a user.

  
  • Visible: Tick the box on the same row as the domain to make it visible to the user.

  • Send report: Tick the box on the same row as the domain to allow the user to receive reports for this domain.

    For more information, see the user guide article:

    Report Center

  • Click Save to save the user. The page closes and the new user is now on the user list.

For more information, see the user guide article:

Admin Tasks.

Edit users¶

This section gives instructions for Admin users on how to edit a user account.

1. Click Users (people icon) on the top toolbar. The User List page opens.

   
2. On the same row as a user, click Actions.

3. Select Edit User. The Edit User details page opens.

   
4. Edit the user details as needed.
5. Click Save to save the changes and close the Edit User details pane.

For more information, see the user guide article:

Create and configure users.

Edit profile¶

This section gives instructions for users to update their own profile after the user account is created by an admin.

1. Click your user icon in the top right corner of the page, on the page toolbar. The menu expands.

   

2. Click Edit my profile.

   

   The My Profile page opens.

3. Fill in the information and edit if needed.

• Personal Information:
  • Email
  • First Name
  • Last Name
  • Title
  • Phone
  • Description.
• Locale:
  • Language
  • Timezone.
• Email Notifications:
  • Enable Export Email Notification: Toggle the switch OFF or ON.
• Social:
  • Facebook
  • Twitter
  • LinkedIn.
• View Options:
  • Accessibility mode (Beta): Toggle the switch OFF or ON to view the application in Accessibility Mode. This option changes the default view to colors with greater contrast.
• Change Password:
  • Current Password: Enter the current user password
  • New Password: Enter a new user password
  • Repeat New Password: Enter the new password again to verify it.

• Two-Factor Authentication

  • A message indicates if two-factor authentication is enabled or disabled.
  • Setup: Click to configure and enable or disable two-factor authentication.
    • A QR code page opens.
    • Scan the QR code with the authentication app on a second device.
    • A 6-digit code is sent to the device.
    • Enter the code into the space provided.
    • Click Submit.
  Note

  This requires the user to have a TPA (Third-Party Authenticator) application installed such as Google Authenticator, Authy, or Hennge OTP.

• Click Save.

Login with 2FA¶

To log in with 2-Factor Authentication (2FA), follow the instructions on the screen:

1. Enter the email and password.
2. Click Log In.
3. The Two-Factor Authentication screen opens.
4. Click Next.
5. Open the Authenticator app on another device and enter the code shown under the logo.

For more information, see the user guide article:

Two-Factor Authentication

Delete Users¶

This section gives information for admin users on how to delete a user.

1. Click Users (people icon) on the top menu bar. The User List page opens.

   
2. On the same row as a user, click Actions.

3. Select Delete User.

   

4. A dialog box opens with the text, “You are about to delete (username) please type Delete to confirm this action”.

   
5. Type “Delete” in the text box.
6. Click OK to save. The dialog box closes and the user is gone from the list.