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How to manage users - summary?

You can manage each of the users in your company's directory as an admin. If a user is managed, you will also be able to manage his account settings and two-factor authentication. If a user is unmanaged, you will not be able to manage his account settings and enforce different policies to this user. 

Go to the Directory and click Edit on the user you wish to manage. 

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Manage account page contains different options.

 

Account settings - manage basic account settings for managed users

Company roles - grant or revoke administrator role for this user

Organization Units - manage organization units for this user

Devices - manage devices used to log in to AppsCo for managed users

Two Factor Authentication - reset two-factor authentication for managed users

Shared resources - manage resources shared to this user and revoke access

Groups - manage groups for this user

Activity log - view activity log for this user

 

Manage account settings

If the user is managed, you will be able to open his/her's account settings by clicking Manage on the Settings card. 

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1. You can change basic account settings such as name, country, phone etc. 

2. If the account is managed, you can also change the password for this user. Click on the Change password button in the lower left corner. Write and repeat the new password. Click Save to save the changes. Remember that your user will not be able to login with his/hers old credentials.

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3. You can manage the advanced settings. 

- Choose the default dashboard for this user. Use the drop-down to choose the dashboard which will show up every time the user logs in. Default value is Personal dashboard, but you can choose from a list in the drop-down and change it. 

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- You can set the profile as public or private. Use the toggle button to turn on or off this option. 

By turning off the public profile, it will not be possible for other accounts to find this account on AppsCo Personal and share resources.

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- Change the notification settings. Use the toggle button to turn on or off notification emails when a resource is shared with this user. If this option is turned on, the user will receive an email every time a resource is shared with him/her. 

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Remember to Save when you are finished with the changes. 

If the user is not managed, Manage button will be faded and you will not be able to access the account settings. 

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Promote user to admin

You can promote different users to admin. By giving them the admin role, you are granting them the permissions to manage the company instance. This means that users with admin role can add and remove other users and resources, manage company settings, billing and other features. 

To give user an administrator role, switch on the toggle button on the Company roles card. 

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Add user to Organization Unit

To add a user to an Organization unit, click Manage on Organization unit card. 

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Click Add to organization unit button to open a list of company's organization units and add user to the one you select. 

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Click on the drop-down to select an organization unit and then click Add. User will be added to the selected organization unit. 

Each company has one main organization unit by default. You can create different org. units and sub-organizations on the Directory page. 

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On the organization units list, you can always remove the user from any organization unit by clicking on Remove button.

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Manage devices

For managed users, you can manage devices they login from. 

On Manage Account page, on Devices card you will be able to see the total number of registered devices for this user. Click Manage to open the detailed view. 

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You will be able to see a list of all registered devices (devices this user used to log in to AppsCo). Each device card shows information such as which browser was used, operating system, device, browser fingerprint etc. 

If you click Disapprove the user will no longer be able to log in to AppsCo from this device. 

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Two-factor authentication

If the user is managed and has set up two-factor authentication, you can reset the two-factor configuration. When two-factor is reset, user can configure the two-factor again.

This option can help the user to get back access to locked accounts in case they have lost the device they used to generate authentication codes for two-factor. 

To reset the Two-factor, click Manage on Two Factor Authentication card. This option will only be available if the user is managed. 

 

Shared resources

For each user you can see the total number of shared resources and manage them. Click on All button on Shared resources card to view the list. 

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All the shared resources will be visible on the list.

Revoke - You can Revoke the access to any of the resources by clicking Revoke button. This means, the user will no longer have this resource on his company dashboard and will no longer be able to access it. 

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Claims - You can change claims (login credentials) for the selected resource for this user. Claims can be changed only if the resource is set to be configured individually - meaning that credentials are separately configured for each shared resource. Click Claims to open a dialog.

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Enter the new claims and then click save to Save the changes. Claims on this user's shared resource are now changed. 

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Groups

Groups card shows all groups the user is added to. To remove user from one or multiple groups, click Manage button. 

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To remove a user from a group, click Remove button on the group card. Remember that once the user is removed from a group, he will loose the access to all resources shared to this group. 

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Activity Log

Company can view user activity in Activity Log. All actions performed by the selected user are logged into Activity log. Auditing enables admins to follow and have better visibility over AppsCo usage and all company related events. 

Activity log card shows the most recent events. To view all events performed by this user, click All. 

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The detailed view shows a list of all events including precise time of event, IP address and action. 

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If you have any questions, please send us an email to [email protected]

 

 

 

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