How To Manage User Accounts

This section covers the following topics:

1. Manage User Accounts
   1. How User Identification Works
   2. Manually Add a User
   3. Import Users Using the Active Directory Manager
   4. Edit or Delete a User Account
2. Manage Own User Account

Manage User Accounts

A Global Admin, System Manager or Permissions Manager can manage users accounts from the Users > User Accounts page.

How User Identification Works

In ER Cloud, user accounts are distinguished as follows:

• For manually added users: <username>
• For users imported from the Active Directories: <domain\username>

This allows users with the same username to be added to ER Cloud when:

1. The username is unique for manually added users.
2. The domain\username pair is unique for users imported from Active Directories.

Manually Add a User

To manually add a user:

1. Log in to the ER Cloud Web Console.
2. Go to the Users > User Accounts page and click +Add.

3. In the Add User page, under the User information tab, enter the following information:
   

   Field	Description
   Login Name	Enter a login name.
   Full Name	Enter the user's full name.
   Job Title	Enter the user's job title.
   Department	Enter the user's department.
   Phone Number	Enter the user's phone number.
   Email Address	Enter the user's email address. A valid email address is required for password recovery.
   Password	Enter a password. Minimum password complexity requirements is dependent on the Password Policy settings. For more information, refer to Password Policy in the Enforce Login Policy section.
   Confirm Password	Re-enter password.

4. (Optional) Configure other user account settings:

   Setting	Description
   Account Locked	Deselect the checkbox to unlock a user account.
   Two-factor Authentication (2FA)	Set to On to enable 2FA for the user account. For more information, refer to the Enable Two-factor Authentication (2FA) section.

5. In the Roles and Permissions tab, assign global and resource permissions to the user account. For more information, refer to the Grant User Permissions section.

Import Users Using the Active Directory Manager

For more information, refer to the Connect Active Directory section.

Edit or Delete a User Account

To edit a user account:

1. Expand the System menu.
2. Go to the Users > User Accounts page.
3. Hover over a user, click Edit and navigate to the User information tab.
4. Manage the user information and optional user account settings.
5. Click Save to update the user account.

To delete a user account:

1. Expand the System menu.
2. Go to the Users > User Accounts page.
3. Hover over a user, click Remove to delete the user account.

For more information, refer to the Grant User Permissions section.

Manage Own User Account

Individual users can manage their own account details from the [Username] > My Account page.

The Account Information tab displays the current user's account details and Activity Log. The Activity Log displays all user events. For more information on ER Cloud events, refer to the View Activity Log section.

To edit the current user account information:

1. Click Edit and navigate to the Account Information tab.

2. In the My Account page, under the Account Information tab, enter the following information:

   Field	Description
   Full Name	Enter the user's full name.
   Email Address	Enter the user's email address. A valid email address is required for password recovery.
   Old Password	Enter the current password.
   New Password	Enter a new password. Minimum password complexity requirements is dependent on the Password Policy settings. For more information, refer to Password Policy in the Enforce Login Policy section.
   Confirm Password	Re-enter password.
   Job Title	Enter the user's job title.
   Department	Enter the user's department.
   Phone Number	Enter the user's phone number.

3. (Optional) Configure other user account settings:

   Setting	Description
   Two-factor Authentication (2FA)	Set to On to enable 2FA for the user account. For more information, refer to the Enable Two-factor Authentication (2FA) section.

Roles and Permissions

The Roles and Permissions tab is a read-only section which displays the roles, global permissions and resource permissions that are assigned to the current user. For more information, refer to the Grant User Permissions section.