User Management

Organization Information, Users, and Named Servers can be managed through the My Organization Dashboard. An Organization Admin can manage users in the following ways:

  • Add, Manage, and Enable/Disable Users
  • Assign, Un-Assign, and Re-Assign Licenses for Users
  • Set the Password Expiry Duration for All Users

How to Access and Manage Users

The My Organization Dashboard can be accessed by performing the following steps within the web platform:

  • Expand the Organization Menu within the Menu Bar.
  • Select My Organization.

Organization Pane

The Organization Pane contains information about your organization. It can be used to:

  • Change the Organization Name
  • Access the Team Management Module
  • View Reports

Manage Users Pane

The Manage Users Pane can be used to manage Users and Named Servers for your Organization. It contains two tabs: Users and Servers.

Within the Users Tab, you can:

  • Add New Users
  • Edit User Information
  • Assign or Remove Roles for Users
  • Send a Password Reset Email to a User
  • Enable or Disable Users

Manage Licenses Pane

The Manage Licenses Pane shows each available User and Named Server License for your Organization. It contains two tabs: User Licenses and Server Licenses.

Within the User Licenses Tab, you can see what licenses have been assigned to users. It can be used to assign, un-assign, or re-assign licenses for users within your organization.

Password Expiry Duration Pane

The Password Expiry Duration Pane can be used to set the duration of time until user passwords expire. This setting is for all users within your organization.

The Password Expiry Duration can be set to:

  • 30 Days
  • 60 Days
  • 90 Days
  • 180 Days
  • One Year
  • Never Expires

Applications Pane

The Applications Pane can be used to add an application to your organization.


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User Management

Organization and User information can be managed through the My Organization Dashboard.

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