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.

Confirmations, Errors & Solutions

▶View More

Failed to View the Management Tab

The Management icon is not visible in the menu.

Ask Admin to Promote Your Role

Ask your admin to promote your role to at least Sub-amin and activate the viewing permissions.

To Admin

To promote a user to a sub-admin role, follow the steps in

Change Role (Promote or Demote) of a User in Management

Then, to allow sub-admin permissions to view all users in the system:  

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 permissions you want to update.
5. Click the Open Full Menu button in the top right panel.
6. Select Open Overlay.
7. In the new window, navigate to Miscellaneous and click the Manual permission management section.
8. Under User Administration tick View all users in the system.
9. Click the Save button at the top.

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.
• Only sub-admin, admin and super-admin roles may view the user details.

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.

Confirmations, Errors & Solutions

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Onboarded User Successfully

Onboarding user-name with onboard-template-name(total-time-to-onboard).

Failed to Apply User Profile to Onboarding Template

Failed to apply user profile: Cannot read properties of undefined (reading 'rank')

Set Static Profile in Onboarding Template

To select an existing user profile in the onboarding template, follow the steps in

Set the Profile of an Onboarding Template

To add a new user profile in the onboarding template, follow the steps in

Create a Custom User Profile

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.

Confirmations, Errors & Solutions

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Added User to Team(s) Successfully

Add/delete user-name to number-of-teams teams (total-adding-time).

Failed to View Add User to Team(s) Option

The Add to team(s) option is not visible in the Open Full Menu.

Ask Admin to Update your Team Permissions

Ask your admin to update your team permissions to allow you to add members to any team.

To Admin

To allow a sub-admin to add members to teams:  

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 permissions you want to update.
5. Click the Open Full Menu button in the top right panel.
6. Select Open Overlay.
7. In the new window, navigate to Miscellaneous and click the Manual permission management section.
8. Under Team Administration tick Add users to any team arbitrarily.
9. Click the Save button at the top.

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.

Confirmations, Errors & Solutions

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Added User to Project(s) Successfully

Add user-name to project-name(total-adding-time).

Failed to View Add to Project(s) Option

The Add to project(s) option is not visible in the Open Full Menu.

Ask Admin to Update your Project Permissions

Ask your admin to update your project permissions to allow you to add members to projects.

To Admin

To allow a sub-admin to add members to projects:  

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 permissions you want to update.
5. Click the Open Full Menu button in the top right panel.
6. Select Open Overlay.
7. In the new window, navigate to Miscellaneous and click the Manual permission management section.
8. Under Project Management tick Add users to projects they manage.
9. Additionally, to allow full control to the sub-admin over this action, under Project Administration tick Arbitrarily add users to any project.
10. Click the Save button at the top.

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.

Confirmations, Errors & Solutions

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Certified User Successfully

Certify user-name for certification-name(total-certifying-time).

Failed to View Add to Certification Option

The Add certification option is not visible in the Open Full Menu.

Ask Admin to Update your Certifications Permissions

Ask your admin to update your certifications permissions to allow you to add certifications to project members.

To Admin

To allow a sub-admin to add certifications to project members:  

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 permissions you want to update.
5. Click the Open Full Menu button in the top right panel.
6. Select Open Overlay.
7. In the new window, navigate to Miscellaneous and click the Manual permission management section.
8. Under Project Management tick Certify users for security requirements.
9. Click the Save button at the top.

Unable to Add Certification to User

user-name is inactive and not in a team yet.

Ask Admin to Activate User and Add User to Team(s)

Ask your admin to activate the user and add the user to a team.

To Admin

To activate a user, follow the steps in

Change State of User(s) from Management

Then, to add the user to an existing team, follow the steps in

Add Users to Teams

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.

Confirmations, Errors & Solutions

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Activated User Successfully

Activate user-name(total-activation-time).

Required User Escrow Successfully

Require user-name to escrow (total-request-time).

Deactivated User Successfully

Deactivate user-name(total-deactivation-time).

Unable to Change State of a User

user-name is inactive and not in a team yet.

Ask Admin to Activate User and Add User to Team(s)

Ask your admin to activate the user and add the user to a team.

To Admin

To activate a user, follow the steps in

Change State of User(s) from Management

Then, to add the user to an existing team, follow the steps in

Add Users to Teams

Failed to Change State of a Higher User Role

user-name(current-user-role) is a higher role than you your-current-user-role, so you cannot modify them.

Ask Admin to Change User State or Promote Your Role

Ask your admin to update the user state you want to change or promote you to a higher role to be able to perform this action.

To Admin

To change a users state read the instructions above (under Change State of User(s) from Management).

To promote a user to a higher role, follow the steps in

Change Role (Promote or Demote) of a User in Management

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.

Confirmations, Errors & Solutions

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Updated User's Metadata Successfully

Update user-name's information (total-update-time).

Failed to View Edit Metadata Option

The Edit metadata option is not visible in the Open Full Menu.

Ask Admin to Update your Edit Metadata Permissions

Ask your admin to update your edit metadata permissions to allow you to edit user's metadata.

To Admin

To allow a sub-admin to edit other user's metadata:  

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 permissions you want to update.
5. Click the Open Full Menu button in the top right panel.
6. Select Open Overlay.
7. In the new window, navigate to Miscellaneous and click the Manual permission management section.
8. Under User Administration tick Edit their own and lowered-roled users' metadata.
9. Click the Save button at the top.

Unable to Update User's Metadata

user-name is inactive and not in a team yet.

Ask Admin to Activate User and Add User to Team(s)

Ask your admin to activate the user and add the user to a team.

To Admin

To activate a user, follow the steps in

Change State of User(s) from Management

Then, to add the user to an existing team, follow the steps in

Add Users to Teams

Failed to Update User's Metadata of a Higher User Role

user-name(current-user-role) is a higher role than you your-current-user-role, so you cannot modify them.

Ask Admin to Update User's Metadata or Promote Your Role

Ask your admin to update the user's metadata or promote you to a higher role to be able to perform this action.

To Admin
To update a user's metadata read the instructions above (under Edit Users' Details (Metadata) from Management).

To promote a user to a higher role, follow the steps in

Change Role (Promote or Demote) of a User in Management

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.

Confirmations, Errors & Solutions

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Refreshed User's Information Successfully

Refresh user info for user-name(total-refreshing-time).

Unable to Refresh User's Information

user-name is inactive and not in a team yet.

Ask Admin to Activate User and Add User to Team(s)

Ask your admin to activate the user and add the user to a team.

To Admin

To activate a user, follow the steps in

Change State of User(s) from Management

Then, to add the user to an existing team, follow the steps in

Add Users to Teams

Failed to Refresh Information of a Higher User Role

user-name(current-user-role) is a higher role than you your-current-user-role, so you cannot modify them.

Ask Admin to Refresh User's Information or Promote Your Role

Ask your admin to refresh the user's information or promote you to a higher role to be able to perform this action.

To Admin
To refresh a user's information read the instructions above (under Refresh User Information from Management).

To promote a user to a higher role, follow the steps in

Change Role (Promote or Demote) of a User in Management

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.