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.
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Add User
Click the icon to add a User.
Fill in their Name and Email, and click the button.
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Note: Selecting the Activate automatically checkbox will automatically verify the account creation and send a welcome email instead.
Editing a User
Find a User by searching or filtering the results.
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Click the icon to edit a User and change settings in one of the following tabs.
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Status
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Profile
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Permissions
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Identity Provider Links
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API Tokens
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 LDAP Lightweight Directory Access Protocol then suspensions must be managed on the LDAP server.
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The User's Name and Email can be edited in the Profile tab unless the User is managed by LDAP.
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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.
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Identity Provider Links are required when using an external Identity Provider.
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Add an Identity Provider Link by clicking the icon.
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Choose the Identity Provider from the drop down, add the Remote ID, and click icon.
API Tokens are necessary for authentication of the API endpoints. For information on creating API Tokens, visit the API Docs page.