You can manually create and manage users in your domain using the Administration → Users area.
The actions you can perform are:
Create a user
- Go to Administration → Users. This area opens to the User Management tab where the current domain users are listed.
- Click the Add User button. The User Information window appears.
Enter the basic user information, like User Name, Email, and Phone, and choose one or more roles that this user will have in the current domain. The tabbed area to the right of the fields will display a summary of the Permissions, Finders, Applications, Dashboards, Panels and Activeboards associated with the selected role or roles. Note that the Activeboards tab will not appear if the role(s) selected do not have any Activeboard shared with them.
A note about the Admin role
If you select the Admin role, you will not be able to select an additional role for the user. This is because the Admin role grants a user full application permissions, therefore it does not benefit from additional roles. Go to Users and roles to learn more about this.
- Click Save when you finish. The user will receive an email requesting that they verify their address. If this is the first time they have been added to a Devo domain, they will be prompted to create their password when they first log in. If they already have access to another Devo domain, their existing password is valid.
Disable or enable a user
If you need to temporarily block a user from accessing the domain for whatever reason, you can do so by disabling them. This way the user can still be used in other domains and reactivated when deemed appropriate.
Go to Administration → Users. This area opens to the User Management tab where the current domain users are listed. The last column, Status, contains an icon that changes color so you can easily recognize the current status and at the same time works as a button you can click. In case you are uncertain about the behavior of the button, there is a tooltip indicating the action performed when clicking. See the table below for a summary of the different statuses.
|Status||Description||Action tooltip||Behavior after clicking|
Retrieves a confirmation message you need to accept to disable the user.
Retrieves a confirmation message you need to accept to enable the user.
Pending user validation
Retrieves an error message informing that the user needs to be validated first and prompting you to re-send the activation link via the row options (ellipsis menu).
Modify or delete a user
You can modify a user if you need to update certain information or, if the user is no longer needed, you can delete it.
Go to Administration → Users. This area opens to the User Management tab where the current domain users are listed.
- To modify a user, click the user's name in the user list. The User Information window opens. You can edit any aspect of the user information except the e-mail address. Click Save to save the changes.
To delete a user, place the cursor on the required user to highlight the entire row and an ellipsis icon will appear at the end of the row, next to the status icon. Click it and select Delete. You can also click the user's name to open the User Information window and then click Delete. In both cases, you will receive a confirmation message you need to accept.
If you try to delete your own user, you will have to introduce a justification message to confirm you want to leave the domain.