Users

The Users tab is used to manage a User's permissions or to add individual Users manually. For adding multiple Users, please read User Import.

The Users tab with the side menu Users tab annotated.

ClosedAdd User

Click the Edit icon to add a User.

Fill in their Name and Email, and click the Add User button.

Add User popout with the option to automatically active a user.

Note: Selecting the Activate automatically checkbox will automatically verify the account creation and send a welcome email instead.

ClosedEditing a User

Find a User by searching or filtering the results.

User tab with the filters for searching for users annotated.

Click the Edit icon to edit a User and change settings in one of the following tabs.

  • ClosedStatus

    • The Status tab shows some details about the User's account and can be used to reset a User's password or suspend the User if necessary.

    Note: If Users are managed via LDAPClosed Lightweight Directory Access Protocol then suspensions must be managed on the LDAP server.

    User Status Tab, showing creation and activation details, as well as the last login and whether the account is active.

  • ClosedProfile

    • The User's Name and Email can be edited in the Profile tab unless the User is managed by LDAP.

    The User Profile page where details are editable when not managed by LDAP like in the example.

  • ClosedPermissions

    • Permissions can be granted or revoked from the Permissions tab.

    Note: Only Receiver and Site Administrator permissions are set here, Supplier supervisors are set on the Suppliers.

    The User Permissions tab outlining what permissions a user has eg. the user is a Site Administrator.

    • Identity Provider Links are required when using an external Identity Provider.

    Identity Provider Links tab with an example.

    Add an Identity Provider Link by clicking the Add icon.

    Add Identity Provider Link popout

    Choose the Identity Provider from the drop down, add the Remote ID, and click Add Identity Provider Link icon.

  • ClosedAPI Tokens

    • API Tokens are necessary for authentication of the API endpoints. For information on creating API Tokens, visit the API Docs page.