Users

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 overview, profile and permissions, teams, projects, certifications, groups in common, drives, running VMs and VM configurations associated with the user.

note

Sub-admins can only view the users they manage.

View a 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. View the user's name, email, role, state, permissions, joined date, and last login date in the left panel.

Add a User to an Onboard Template

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 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.

Bulk Add Users to One or More Onboard Templates

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 add to the onboard template in bulk.
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 Users to a Team 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 add to a team.
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 to join.
8. Click Save.

Add Users to a Project 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 add to a project.
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 to join and tick the project.
8. Add an optional expiration date, role in the project, and restrictions.
9. Once done, click Save.

Add Certification to 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 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.

Change State of 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 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

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 refresh information.
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 a User in 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 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.
8. Click Apply.

Change Role (Promote or Demote) of a User in 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 change the role.
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-admin, admin or super-admin.
8. Click Promote or Demote based on the selected option.

Apply Custom Profile to User(s) in 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 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.
8. Click Apply.

Make an Announcement to User(s) in 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 users 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.
8. Click Send.

caution

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

Bulk Email Users in 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 users 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.

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.

note

Upon deletion, tiCrypt will notify you if the user belongs to a team, project, or owns a drive.

Restore Deleted Users

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Deleted Users in the top left panel.
4. Select the user you wish to restore.
5. Click Restore button in the top right panel.
6. In the pop-up, click Restore.

note

Restored users can log in, but their roles and permissions will not be restored.