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Users

Prerequisites
  • Access Level: User, Sub-admin, Admin, Super-admin.
  • Permission Requirements:
  • . User Administration
    • View all users in the system
    • Edit their own and lowered-roled users' metadata
    • Edit their lower-roled users' permissions
    • Promote lower-roled users up to their role
    • Demote lower-roled users to even lower role
    • View profiles (roles/permission templates)
    • Create and edit profiles
    • Delete profiles
    • Activate lower-roled users
    • Deactivate lower-roled users
    • Require lower-roled users to escrow their key
    • Delete lower-roled users
  • . Basic Team Interaction
    • View own teams
    • Edit own teams (depending on stature per-team)
  • . Team Administration
    • Add users to any team arbitrarily
    • Remove users from any team arbitrarily
  • . Basic Project Interaction
    • View projects they are a member of
    • View other members in projects they are a member of
    • View own security requirement certifications
  • . Project Management
    • Add users to projects they manage
    • Certify users for security requirements

Access the Users' Overlay​

  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 whom open overlay you want to view.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Open Overlay.
  7. In the new window, access the user's:
  • .State.
  • . Profile.
  • .Certifications
  • .Teams.
  • .Projects.
  • .Groups in common with you.
  • .VM Configurations.
  • . Running VMs.
  • . Drives.
  • . Manual permission management.
note

Sub-admins can only view the users they manage.

View User’s Details​

  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 you wish to view.
  5. Click the View button in the top right panel.
  6. In the left panel, view the user's name, email, role, state, permissions, department and position, contact, joined date, last login date, last TOS status, and last password change.
info

To access more details about the user, click the Open Overlay button in the top left panel.

Add User(s) to an Onboard Template​

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) you wish to add to the onboard template.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Onboard.
  7. In the pop-up, select the onboard template.
  8. Click Onboard.

Add User(s) to Team(s) from Management​

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) you wish to add to team(s).
  5. Click the Open Full Menu button in the top right panel.
  6. Select Add to team(s).
  7. In the pop-up, enter the team name(s) to join.
  8. Click Save.

Add User(s) to Project(s) from Management​

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) you wish to add to project(s).
  5. Click the Open Full Menu button in the top right panel.
  6. Select Add to project(s).
  7. In the pop-up, enter the project name(s) to join and tick the project(s).
  8. Add an optional expiration date, role in the project(s), and restrictions.
  9. Once done, click Save.

Add Certification to User(s) from Management​

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) you wish to add certification to.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Add certification.
  7. In the pop-up, enter the security requirement, expiration date, and certificate update attempt.
  8. Click Certify.
note

Tick the Never expires box to make project members' certificate active indefinitely.

Change State of User(s) from Management​

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) you wish to change state for.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Change State.
  7. In the pop-up, select between Inactive, Active or Active and escrow on next login.
  8. Click Deactivate, Activate or Require Escrow based on the selected option.

Edit Users' Details (Metadata) from Management​

  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 you wish to edit details.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Edit metadata.
  7. In the pop-up, edit the first and last name, contact email, department and position.
  8. Click Save.

Refresh User Information from Management​

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) whose information you want to refresh.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Refresh user info.
  7. In the pop-up, click Refresh user info.
note

Refreshing a user's information will re-record their information in the audit log.

Apply Profile to User(s) in Management​

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) you wish to apply 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 custom profile to apply to user(s).
  8. Click Apply.

Change Role of User(s) in Management​

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) whose role you want to change.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Change Role.
  7. In the pop-up, select the role between User, Sub-administrator, Administrator or Super-administrator.
  8. Click Promote or Demote based on the selected option.

Apply Custom Profile to User(s) in Management​

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) you wish to apply 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 custom profile to apply to user(s).
  8. Click Apply.

Make an Announcement to User(s) in Management​

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) you wish to make an announcement to.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Make announcement.
  7. In the pop-up, enter the message to the user(s).
  8. Click Send.
caution

Announcements are not end-to-end encrypted and are intended for general messages to users.

Bulk Email Users in Management​

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) you wish to bulk email.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Bulk Email.
  7. In the pop-up, click Copy to copy the emails or click Download to download the emails.
  8. Once done, click Close.
note

Tick the Prefer contact email? to use the email registered upon user account creation.

Bulk Export Users in CSV Format from Management​

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 users you wish to bulk export in CSV format.
  5. Click the Export CSV button in the top right panel.
  6. Select Selected items.
  7. In the pop-up, select the saving directory locally.
  8. Click Save.

Bulk Export Users in JSON Format from Management​

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 users you wish to bulk export in JSON format.
  5. Click the Export JSON button in the top right panel.
  6. Select Export selected items.
  7. In the pop-up, select the saving directory locally.
  8. Click Save.

Delete a User from Management​

  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 you wish to delete.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Delete.
  7. In the pop-up, click Delete user.
info

Deleting the account removes the user from the system, but the user may still be associated with the teams, projects and its own drives.

caution

When deleting a user, tiCrypt will notify you if the user is part of a team, project, or owns a drive. Deleting a user will also remove their associated data.