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Users

A User is anyone who is registered in the system.

Users include regular users, admins, sub-admins, and super admins. The users can be searched and filtered based on various criteria.

User Management Overview​

You can grant users activation, permissions, teams, projects, and certifications.

To view all users navigate to tab in the Users section.

  • Search users by login ID, first and last name, profile, role, status, teams, deactivation reason, contact email or escrow ability.
  • Optionally, Select a user to view their available options in the top panel.
View Users

Actions that can be done in bulk remain in the top menu bar after more than one user is selected. For example, a list of users can be selected and then added to a team.

tip
  • You can also right-click on a user to view their options.
  • To select multiple users, hold down the Shift button.
  • Activated users display a green background while deactivated users display a red background.

Users Open Overlay​

Each user has the Open Overlay button in the top right leading to the Projects tab, where you can:

  • . Add to project(s)
  • . Edit existing project memebership
  • . Delete existing project membership
  • . Bulk email project members

Add User(s) to a Project via Users​

To add users(s) to a project navigate to the tab in the Users section.

  • Select the user you want to add to a project.
  • Click the Open Overlay button in the top right.
  • Select the Projects card on the left.
  • Click the Add to Project button in the top right.
  • In the prompt, select the appropriate project for the user.
  • Type a membership expiration date.
  • Select the user role in the project.
  • Select the user restrictions.
  • Select whether the users' existing membership is skipped or attempted to update.
  • Click .
  • Click Exit.
Add user to a Project via Users
note

Adding Users to a project is similar to adding members. However, they are different workflows.

Edit Project Membership via Users​

To edit a project membership navigate to the tab in the Users section.

  • Select the user you want to add to edit the membership.
  • Click the Open Overlay button in the top right.
  • Select the Projects card on the left.
  • Select the project membership you want to edit for the user.
  • Click the Edit button in the top right.
  • In the prompt, edit the membership expiration date, the user role in the project, or the users' restrictions.
  • Click .
  • Click Exit.
Edit Project Membership via Users

Remove Project Membership via Users​

To remove a project membership navigate to the tab in the Users section.

  • Select the user you want to add to remove the membership.
  • Click the Open Overlay button in the top right.
  • Select the Projects card on the left.
  • Select the project membership you want to delete for the user.
  • Click the Delete button in the top right.
  • In the prompt, click .
  • Click Exit.
Remove Project Membership via Users

Bulk Email​

To bulk email users navigate to the tab in the Users section.

  • Select the users you would like to bulk email.
  • Click the Bulk-email button in the top right.
  • In the prompt, click to bulk copy all user emails.
  • Click to bulky download all user emails to your local machine.
  • Once you finished, click .
note

Bulk emailing is an alternative way to collect emails to communicate with users via an email client.

Bulk Email

The Bulk Email option is available in the other tabs as follows:

  • Sub-admin Managed objects, Resources by User.
  • Team Memberships, Project Memberships, and User certifications.
  • VM Hardware Setups, VM Configurations.
  • Running VMs, Service VMs.
  • Drives, ISO images.
  • Backup Domains, Escrow Users.

Make Announcement​

To make an announcement to multiple users navigate to the tab in the Users section.

  • Select the users you would like to make an announcement to.
  • Click the Make announcement button in the top right.
  • In the prompt, type the announcement you want to make.
  • Click .
Make Announcement

Make a Global Announcement​

To make a global announcement to all users or admins navigate to the tab in the Users section.

  • Click the Make announcement button in the top left corner.
  • In the prompt, select the user category you want to make an announcement to.
  • In the prompt, type the announcement you want to make.
  • Click .
Make Global Announcement
note

Announcements are not end-to-end encrypted; since their purpose is public to all tiCrypt users.

Refresh User Information​

Refreshing user info updates all the user information with the same content. Refreshing info is to ensure user information is up-to-date in the audit log (dry update log).

To refresh user info navigate to tab in the Users section.

  • Select the user you would like to refresh info for.
  • Click the Refresh user(s) info button in the top right.
  • In the prompt, click Refresh user info.
Refresh Users Info
tip

Use bulk user info refreshes for an efficient workflow.

Add Certification​

Certifying users is used to grant certifications that are needed to meet project requirements. Certifications are required for a user to be part of a classified project.

To add certification to a user navigate to tab in the Users section.

  • Select the user you want to add the certification to.
  • Click the Add certification button in the top right.
  • In the prompt, select the fulfilled security requirement that certifies the user.
  • Type a certification expiration date.
  • Select to skip or attempt to update certification upon expiration.
  • Click .
Add User Certification
tip

Use bulk certifications for an efficient workflow.

Add to Project​

To add a user to a project navigate to tab in the Users section.

  • Select the user you want to add to a project.
  • Click the Add to project(s) button in the top right.
  • In the prompt, select the project to which you want to add the user.
  • Optionally, type a membership expiration date.
  • Select the user role in the project.
  • Select project restrictions.
  • Click .
Add multiple users to a project.

Add to Team​

To add a user to a team navigate to tab in the Users section.

  • Select the user you want to add to a team.
  • Click the Add to a team button in the top right.
  • In the prompt, select the team(s) you would like to add the user to.
  • Optionally, view other teams the user is a member of below.
  • Click .
info

To learn more about teams go to Teams Overview section.

Add Users to a Team

Change Role​

Changing user role alters their permissions in the system. You must have the same role or higher with the user you want to promote or demote.

To change the role of a user navigate to tab in the Users section.

  • Select the user you want to change the role of.
  • Click the Change role button in the top right.
  • In the prompt, select the new user role.
  • Click .
Change User Role

Apply Profile​

Apply profile option may be used when a custom user profile was designed for specific users. We do not recommend using custom user profiles in the beginning.

To apply a profile to users navigate to tab in the Users section.

  • Select the user(s) you would like to apply profile to.
  • Click the Apply profile button in the top right.
  • In the prompt, select the appropriate custom user profile.
  • Click .
tip

Default user profiles set by the system can be applied from the Change role option as seen in the section above.

Apply User Profile

Change State​

To change state of users navigate to tab in the Users section.

  • Select the user(s) you would like to change state of.
  • Click the Change state button in the top right.
  • In the prompt, select the user state as follows.
    • . Inactive: unable to login until status is changed.
    • . Active: able to login and peform actions normally.
    • . Active and escrow on next login: allowed to login with the key escrowed upon login.
  • Click for Inactive.
  • Click for Active.
  • Click for Active and escrow on next login.
info

When deactivating a user, a reason must be provided for this action.

Change User State to Escrow

Edit Metadata​

To edit metadata of users navigate to tab in the Users section.

  • Select the user (s) you want to edit the metadata of.
  • Click the Edit metadata button in the top right.
  • In the prompt, edit the first and last name, contact email, department and position.
  • Click .
Edit User Information

Disable Account Until​

To disable users account until a specified date navigate to tab in the Users section.

  • Select the user (s) you want to disable the account of.
  • Click the Disable account until button in the top right.
  • In the prompt, select Disable Until option.
  • Type the date until the account is disabled.
  • Alternatively, select Remove disable restriction to re-enable account.
  • Click .
Disable User Account Until

Delete User​

You must have a higher role to completely delete a user from the system. Deleted users cannot be reactivated.

To delete users navigate to tab in the Users section.

  • Select the user(s) you would like to delete.
  • Click the Delete button in the top right.
  • In the prompt, tick the box I understand, delete anyway.
  • Click .
caution

You cannot delete users if they are current members of a team. You must delete them from their teams first.

Delete User Information