Revision History

Version	Date	Author	Designation	Description of change
1.0	Jun 16, 2021	@Yadukrishnan G (Unlicensed)	Technical Writer	Draft

Introduction

Company Admin and Internal Admin users can add users and manage user profiles of individual users.

For information on how to manage a user's own profile visit this page

In this section we discuss:

Add user
Manage User Profile
Approve/Reject connection request sent by a user

Add user

Company Admin and Internal Admin users can add new users.

1. On the User page, click on the ADD USER button

2. Provide the following details

Email ID
User Type - select from the User Type dropdown
End Date - expiry date of the user

3. While adding permissions to the user we have two options:

Provide custom permissions from scratch
Copy permissions from another user

This can be chosen from the drop-down labeled “Type or select user name”. Admin can search for a user to copy permissions from, or select the Custom Create option from the dropdown to start from scratch. This will render a section where user rights can be selected(In case “Custom Create” was chosen, the “Review and edit the copied rights” checkbox needs to be checked to see/modify the permissions).

4. User rights can be configured in 4 sections

Department selection
Company and User Management Rights
Service Provider and Role Selection
Service Rights

In case the option to copy permission from another user was chosen in the previous step, permissions will be auto-selected based on the user

Once the user selects permissions in Company and User Management Rights and Service Provider and Role Selection, a default selection will be made for the Service Rights section.

4.1 Select department

4.2 Provide Company and User Management Rights

4.3 Select the role that is to be assigned to the user for each service provider in the Service Provider and Role Selection

4.4 Provide service permissions and then click on add button.

5. You will be navigated to the User page. A message “Successfully Invited” will be displayed.

The status of the user will be INVITED.

An email will be sent to the created user’s email id inviting them to join CCS.

Manage user

View User Profile

1. On the User page, search for a user. Click on the User Name of a user.

2. User will be navigated to the About User page. User can use the left navigation bar to go to different pages and view the details.

Send Activation Link

The status of a newly created user will be INVITED until the user signup to the portal. The admin can send an activation link to the user’s email id.

For sending the link, Navigate to the Account Settings page from the left navigation bar and click on the SEND ACTIVATION LINK button.

Add user to a company

From the left navigation bar, go to the About User page. Click on ADD USER TO COMPANY button

2. Select the company that you want the user to be added to from the Company dropdown.

Click on NEXT button

3. Click on YES in the confirmation popup

4. You will be navigated to the Add User page.

The email id will be prefilled and non-editable.

Select the user permissions similar to Add User flow and click on ADD button.

5. You will be navigated to the User page.

A message “Successfully Invited” will be displayed

Suspend User

From the left navigation bar, go to the Account Settings page. Click on SUSPEND button

2. Enter any comments in the Suspend Comment field.

Upload any documents if required

Select the people that need to be notified of this suspension from Send notification in the company to radio buttons.

Click on YES button to continue.

3. The status icon of the user will change(see figure).

4. You can revoke the suspension by clicking on UNSUSPEND button

5. Enter any comments in the Suspend Comment field.

Upload any documents if required

Select the people that need to be notified of this suspension from Send notification in the company to radio buttons.

Click on YES button to continue.

6. The status icon of the user will change(see figure).

Unlock user

In case a user’s account is locked due to the entry of wrong credentials multiple times, an admin can unlock the account. If a user’s account is locked there will be a lock icon in the left pane near the user name.

To unlock, navigate to the Account Settings page from the left navigation bar and click on UNLOCK USER button.

2. The lock icon near the username will change to a tick icon.

Active/Deactivate User

1. To Activate/Deactivate the user account for a particular company, Navigate to the Workspace page using the left navigation bar and click on Deactivate/Activate switch.

2. The user status will change to INACTIVE.

Edit user profile

An admin can edit the following details of a user

Workspace Page: User Type, Department, End Date
Company Rights Page

To start editing, click on the EDIT icon at the bottom pane.

Once the EDIT button is clicked, the user can navigate only to Workspace and Company Rights page until the modifications are saved.

Edit Workspace

Navigate to the Workspace page using the left navigation bar.

Modify the fields User Type, Department, and End Date if required.

Click on SAVE button

Edit Company Rights

Navigate to the Company Rights page using the left navigation bar.

3. Modify the rights as required.

Click on SAVE button

Approve/Reject connection request

1. Admins can approve/reject a connection request sent by a user.
On the Users page click on the user REQUESTs button.

2. A popup with the list of connection requests will appear.

3. Click on the three dots corresponding to the request you want to take an action

Approve request

Click on the Add User option

2. You will be navigated to the Add User page.

The email id will be prefilled and noneditable.

Select the user permissions similar to Add User flow and click on ADD button.

3. You will be navigated to the User page.