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🧑‍💼 User Management

Provides the steps to perform user onboarding and manage user data.
The following features are covered below:

  • Create a new user
  • Edit and update existing user
  • Remove an existing user

👤 Create a New User

Prerequisites

  • Must have administrator access to the platform.
  • Have the user's User Name, AD Short Name, and Email ID.
  • Identify the User Group and Organization to which the user should be associated.

Steps

  • Navigate to Admin → User from the left menu.
  • Click Create User above the user list.

Create User

  • Enter the user's User Name.
  • Enter the user's AD Short Name.
  • Enter the user's Email ID.
  • Select the appropriate Timezone.
  • Enter the required User storage limit and select GB or TB.
  • Enable Alert Notification if the user should receive notifications.

👥 User Associations

Every user must be associated with a User Group and an Organization.

  • Select the appropriate User Group Associations.
  • Select the Organization to which the user belongs.
  • Based on the selected organization and user group, the corresponding group association is displayed.
  • Verify the associations before creating the user.

User Associations

📌 General Notes:
  • User Group Association and Organization are mandatory during user creation.
  • Organization and group associations are used to determine access to resources configured for those identities.
  • Cluster availability depends on the Cluster Mapping configured by the administrator for the corresponding organization or group.
  • After entering all required information, click Create User.
  • The system confirms successful user creation.

✏️ Edit and Update Existing User

Prerequisites

  • Must have admin access to the platform.
  • Know the user profile to be edited.

Steps

  • Navigate to Admin in the left menu and select User to see the user list.
  • Find the user you want to edit and click on the action menu (three dots) next to the user's entry.
  • In the dropdown, select Edit.

Edit User

  • The Edit User screen will open. Make the necessary changes, such as -

Edit User screen opens with the user's existing configuration. - Update the required user details, such as User Name, AD Short Name, Email ID, Timezone, Alert Notification, or User storage limit. - Update the User Group Associations or Organization when the user's organizational access needs to change.

Edit User Associations

  • Review the updated organization and group associations.
  • Click Update User to save the changes.

  • After verifying the changes, click the Update button at the bottom.

  • A popup message will confirm “User updated successfully” once the changes are saved.

📌 General Notes:
  • User Group Association and Organization are mandatory user associations.
  • Changing a user's organization or group can change which mapped clusters and resources are available to that user.
  • Verify the associations carefully before updating the user.

🗑️ Remove an Existing User

Prerequisites

  • Must have admin access to the platform.
  • Confirm which user to remove.

Steps

  • From the User list in the Admin menu, locate the user to be removed.
  • Click on the action menu (three dots) for that user.
  • Select Remove from the dropdown.

Remove User

  • A confirmation popup will appear; click Yes, I’m sure to confirm deletion.

Remove User

  • A popup message will confirm “User removed successfully” after deletion.
📌 General Notes:
  • Removed users lose access to all platform resources immediately.
  • This action cannot be undone; ensure that user data is backed up or transferred as needed.
  • For any issues removing users, contact the platform administrator.