Manage users as System admin

Manage users as System Admin

If you are signed on as the system admin the user list looks like this:

(Click SETTINGS and MANAGE USERS to see this view)

The list of the users show which tenant the user has access to (if any) and if the user is a System Admin.

Here you can:

Create a new user

Change the password for a user

Change the role(s) and tenant access for a user.

Add/remove the System admin role to/from a user

Delete a user of InterFormNG2.

Create a new user as a System admin

To add a new user you need to click the + NEW USER icon on the left:

On the screen above you can type in an email address of the new user. If you do that (and an email server for the system and password reset link has been configured), then the user can recover from a forgotten password by requesting that from the login window. The user will be forced to change the password the first time the user signs on.

Click CREATE NEW USER to create the user.

Please notice, that the new user will be created as a new system administrator. It is your responsibility to remove this user role afterwards if necessary.

Change the password for a user

You can change the password of another user, if you are signed on as either a system administrator or tenant administrator in the same way:

Select the SETTINGS icon in the top, and then the blue MANAGE USERS icon on the left. Now you see a list of all users. Now place the mouse over the user, that you want to change the password for. On the right these two icons will pop up:

Now click the marked icon above to set a new password for the user in the pop up window:

Type in the new password and click CHANGE PASSWORD. The user will be forced to change the password when signing on.

Change user as a System administrator

While logged on as a system administrator you can change users. To change a user you first place the mouse pointer on the user, that you want to change and then these icons appear on the right:

Here you click the icon above to edit the user and this window is shown:

Add/remove system administrator role

When you edit a user while being signed on as a system admin you can choose to add or remove the system administrator role on the screen above.

If the user already is a System admin, then you can remove this role by clicking the red text REVOKE SYSTEM ADMINISTRATOR ROLE above.

If the user is not a system admin, then the text GRANT SYSTEM ADMINISTRATOR ROLE is shown instead. If you click this text, the System admin role is added to the user.

Change user role for an tenant

All tenant accessible for the user is shown on the screen above. You can change the user roles independently for each tenant by clicking the roles above. If you click the REMOVE ACCESS text on the right, then you remove the access to he tenant for this user.

Add/remove tenant access for a user

To remove access to a tenant for a user you need to click the text, REMOVE ACCESS to the right.To add access to a tenant you click the DD TENANT ACCESS on the top left on the window above. The you see this pop up window:

Here you can select the new tenant on the drop down list above and select the users role(s). Click ADD in the bottom to add the access.

Delete a user from InterFormNG2

If you want to remove a user from InterFormNG2, then you need to do this:

1.Sign on as a system administrator and select System Admin.

2.Click SETTINGS and MANAGE USERS.

3.Click the pencil icon on the far right to edit a user.

4.First you need to remove the users access to all tenants, that the user has access to.

Manage users as tenant admin

If you are logged on as a tenant admin, then you can work with users for this tenant only. If you have access to multiple tenants, then you need to sign off and on, if you want to work with users for another tenant.

As a tenant administrator you have these options:

1.Edit the roles of users.

2.Delete users from the tenant

3.Add users for the tenant

4.Import users from other tenants

5.Change the password for the tenant users

If you select SETTINGS in the top you see this:

Edit the user roles

Here you can change the roles for users of the current tenant, by simply clicking them off or on.

Delete a user

If you want to remove a user, then you can hold the mouse pointer of the user and these two icons are shown on the right:

Here you click the trash can on the right to remove access to the tenant for the selected user. (If the user still has access to other tenants (or if the user is a system admin), then the user is still kept on the system. If you want to totally to remove a user from the InterFormNG2 system, then you need to sign on as a system admin, remove access to any tenant for this user and revoke the system admin role from the user.

Add a user for the tenant

The tenant admin can add new users; notice however that if the user already has access to another tenant, then the you cannot create the user, but you should instead import the user as described below.

To add a new user you click the blue + NEW USER icon on the left on the window above.Now you will see this pop up window:

Here you type in the user name (user ID) of the new user. It is also recommended, that an email address is entered. On the screen above you can type in an email address of the new user. If you do that (and an email server for the system and password reset link has been configured), then the user can recover from a forgotten password by requesting that from the login window. The user will be forced to change the password the first time the user signs on.

If you see the error message 'cannot create user xxx: User already exists' in the red in the bottom of the screen, then the user already exists for another tenant, and you should import the user instead as described below.

Import a user

If you want to add a user for the tenant, while the user already exists for other tenants (or is a system admin), then you need to use the import function instead of creating the user as described above. To import a user you click the Import user icon shown on the window in top of this section. Then you see this:

Type in the email of the user, select the roles and click IMPORT USER to import the user and give the user access to the current tenant.

Change password for tenant users

As a tenant admin you can change the password for the tenant users.This can help in case of a forgotten password. To change the password for a user, you hold the mouse pointer over the user, and then these icons are shown:

Click the marked icon looking like a lock, and now you can enter the new password:

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