Users

Prerequisites

• Access Level: User, Sub-admin, Admin.
• Permission Requirements:
• . Basic Vault Interaction
  • Create file metadata
• . 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
  • 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
  • View all teams in the system
  • Add users to any team arbitrarily
• . Basic Project Interaction
  • View projects they are a member of
  • View other members in projects they are a member of
• . Project Management
  • Add users to projects they manage
  • Certify users for security requirements
• . Basic Group Interaction
  • View groups they are a member of
  • View keys for groups they are a member of
  • Add users to groups they are a member of
• . Basic VM Interaction
  • View drives (inconsistent, see notes)
  • View drive keys (necessary to share/attach)
  • View own VM configs and configs shared with them
  • View own VM username
  • View own VMs and VMs shared with them

View Other Users and Team Members in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. View all users you have access to in the right panel.

info

• Users with user roles can only view other users who are members of their teams.
• Users with sub-admin roles and admin roles can view users of teams they manage.
• Users with super-admin roles can view all users in the system.

note

• You can use the search bar to find a user in the right panel.
• All users from your team are automatically pinned up in the on the right.

Pin a User Key in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Pin Key button next to the user you want to pin.
4. View the user whose public key has been pinned.

Unpin a User Key in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Unpin Key button next to the user you want to unpin.
4. View the user whose public key has been unpinned.

View Details of a User in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button.
4. Select Open overlay.

info

You can also double-click the user's name to open the user overlay.

Onboard a User from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user you want to onboard.
4. Select Onboard.
5. In the pop-up, select the appropriate onboard template.
6. Click Onboard.

Apply a Profile to a User from the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user for whom you want to apply a profile.
4. Select Apply Profile.
5. In the pop-up, select the appropriate profile.
6. Click Apply.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to apply profile to.
4. In the new window, click the Profile section in the left panel.
5. Select the appropriate profile from the list.
6. Click Save at the top.

info

You must be a user with admin or super-admin roles to apply profiles.

Edit Metadata of a User from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user for whom you want to edit metadata.
4. Select Edit metadata.
5. In the pop-up, edit the first and last name, contact email, department and position.
6. Click Save.

Change the State of a User from the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user whose state you want to change.
4. Select Change State.
5. In the pop-up, select between Inactive, Active or Active and escrow on next login.
6. Click Deactivate, Activate or Require escrow as required.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to change the state of.
4. In the new window, click the State section in the left panel.
5. Select between Inactive, Active or Active and escrow on next login.
6. Click Save at the top.

Change the Role of a User from the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user whose role you want to change.
4. Select Change Role.
5. In the pop-up, change the user's role to User, Sub-administrator, Administrator or Super-administrator.
6. Click Promote or Demote as requested.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to change roles.
4. In the new window, click the Manual permission management section in the left panel.
5. Click the Change Role button in the top right.
6. In the pop-up, change the user's role to User, Sub-administrator, Administrator or Super-administrator.
7. Click Promote or Demote as requested.

Add a User to Teams from the Vault

bulk-action

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user you want to add to team(s).
4. Select Add to Team(s).
5. In the pop-up, enter the team(s) to add the user to.
6. Click Save.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Double-click the user you wish to add to team(s).
4. In the new window, click the Teams section in the left panel.
5. Click Add to team(s) button in the top right panel.
6. In the pop-up, enter the team(s) to add the user to.
7. Click Save.

Add a User to Projects from the Vault

bulk-action

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user you want to add to project(s).
4. Select Add to project(s).
5. In the pop-up, select the project to add user to, optional expiration date, their role, restrictions, and membership renewal in the project.
6. Click Save.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Double-click the user you wish to add to team(s).
4. In the new window, click the Projects section in the left panel.
5. Click Add to project(s) button in the top right panel.
6. In the pop-up, select the project to add user to, optional expiration date, their role, restrictions, and membership renewal in the project.
7. Click Save.

Certify a User for a Project from the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user you want to certify.
4. Select Add Certification.
5. In the pop-up, enter the security requirement, the optional expiration date and renewal attempt.
6. Click Certify.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Double-click the user you wish to certify.
4. In the new window, click the Certifications section in the left panel.
5. Click Add a certificate button in the top right panel.
6. In the pop-up, enter the security requirement, the optional expiration date and renewal attempt.
7. Click Certify.

info

• Setting a certification expiration date in the past will result in the certification being marked as expired.
• Tick the Never expires box to make certificates active indefinitely.

Refresh a User's Information from the Vault

bulk-action

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user whose information you want to refresh.
4. Select Refresh user info.
5. In the pop-up, click Refresh user info.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Refresh button in the top right corner to refresh all users in the vault.

Make an Announcement to a User from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user to whom you want to make an announcement.
4. Select Make annonuncement.
5. In the pop-up, enter the announcement message.
6. Click Send.

Bulk Email a User from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user you want to bulk email.
4. Select Bulk email.
5. In the pop-up, click Copy to copy the email or click Download to download the email.
6. Once done, click Close.

Delete a User from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the Open Full Menu button next to the user you want to delete.
4. Select Delete.
5. In the pop-up, click Delete user.

caution

Deleted users are removed from tiCrypt, however, deleted users may still be associated with teams, projects and own drives.

note

Deleted users will be stored in the Deleted Users section in management.

View Common Groups with a User from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to view common groups with.
4. In the new window, click the Groups in common with you section in the left panel.
5. View all groups you have in common with the user.

Add a User to Your Group from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to add to a group.
4. In the new window, click the Groups in common with you section in the left panel.
5. Click Add to one of your groups button in the top right panel.
6. In the pop-up, select the group and user permissions within the group.
7. Click Add to group.

View the Virtual Machines Configurations Owned or Shared by the User in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to view the virtual machines configurations of.
4. In the new window, click the VM Configurations section in the left panel.
5. View all virtual machines configurations of the user.

View the Running Virtual Machines a User Has Access to from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to view the running virtual machines of.
4. In the new window, click the Running VMs section in the left panel.
5. View all running virtual machines the user has access to.

note

The running VMs are shown specifically for the selected user. If you share your running VM with the user, but they are not running it locally, the VM will not be displayed in this list.

View Drives That a User Has Access to from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to view the drives of.
4. In the new window, click the Drives section in the left panel.
5. View all drives the user has access to.

View User Permissions from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Users card on the right panel.
3. Click the user you wish to view permissions of.
4. In the new window, click the Manual permission management section in the left panel.
5. Tick or untick the appropriate permissions for the user in the system.
6. Once done, click Save at the top.

danger

This action is restricted to admins. Changing permissions may result in unexpected failures for the user. Use with caution.