User Profiles

Prerequisites

Access Level:Sub-admin, Admin

Permission Requirements

• . User Administration
  • View all users in the system
  • View profiles (roles/permission templates)
  • Create and edit profiles
  • Delete profiles

Access User Profiles

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. View all user profiles from the system.

note

Sub-admins can view only the user profiles they manage.

View Basic Information of User Profiles

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Select the user profile whose details you want to view.
5. Click the View button in the top right panel.
6. View the user profile name, role, permissions, session downgrade approval, escrow approval, creation & modification dates in the left panel and the users associated with the profile.

Create a User Profile

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Click Create new user profile button in the top right panel.
5. In the new window, enter the user profile name.
6. Select the user role in profile and whether or not users can escrow their keys.
7. Click Save.

Create a Custom User Profile

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Click Create new user profile button in the top right panel.
5. In the new window, enter the user profile name.
6. Click Select permissions button.
7. In the pop-up, tick the appropriate user profile permissions.
8. Select the user role in profile and whether or not users can escrow their keys.
9. Click Save.

danger

Changing permissions in user profiles can lead to unexpected results. Only admins or super-admins with proper training should modify these settings.

Apply User Profile

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Users in the top left panel.
4. Select the user(s) to apply the user profile to.
5. Click the Open Full Menu button in the top right panel.
6. Select Apply profile.
7. In the pop-up, select the user profile.
8. Click Apply.

Edit User Profile

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Select the user profile to edit.
5. Click the Edit button in the top right panel.
6. In the new window, edit the user profile name.
7. Edit the user role in profile and whether or not users can escrow their keys.
8. Once done, click Save.

Edit Custom User Profile

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Select the user profile to edit.
5. Click the Edit button in the top right panel.
6. In the new window, edit the user profile name.
7. Click the permissions selected button to edit the profile permissions.
8. In the pop-up, tick or untick the user profile permissions.
9. Edit the user role in profile and whether or not users can escrow their keys.
10. Once done, click Save.

danger

Editing permissions in user profiles changes user access throughout the system. Only admins or super-admins with proper training should update these settings.

Clone User Profile

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Select the user profile to clone.
5. Click the Clone button in the top right panel.
6. In the new window, enter a different user profile name.
7. Once done, click Save.

note

You cannot have two or more user profile clones with the same name.

Delete User Profile(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the User Profiles in the top left panel.
4. Select the user profile(s) to delete.
5. Click the Open Full Menu button in the top center panel.
6. Select Delete.
7. In the prompt, click Delete.

info

Deleting user profiles does not delete any users from the system.