Account Management

To manage accounts of users in the organisation, navigate to the Accounts tab in the System Admin pane and open Account Management. For creation of new accounts and groups go to Add Accounts & Groups

Find the account of a user by entering the account email address. After finding an the account, you can view following account information:

UserID – The unique system identifier used in the system to identify an user/account
User Name – This is the login name used to login
Name – The first and last name as entered in the account profile
Active – Set to true if the account s active and set to false if the account is inactive. A user with an inactive account cannot login to the system and will not be counted as an active license.
Last Login – The date a user logged into the system for the last time
Role - User or Developer (as user with the role developer can develop add-ons for Marketplace)
Module – Additional functional modules that have been activated for the user account.
Plugins – Custom plug-ins developed with our Software Development Kit (SDK) that are installed for the user account.

For each account, the system administrator can manage the following account settings:

Deactivate account – Sets the active status of an account to false. Users with an inactive account cannot login to the system
Reset Password – Generates a new password for the user to login (not functional when login is linked to organisation SSO/LDAP/AD authentication.
Remove Two-step verification – Removes the requirement for a 2-factor code for a user to login to the application (used in case a user loses/forgets his phone/device that generates the two-factor code). The user can now login only with his password.
Add User to Group - Add a new or existing user to an existing group.
Remove User from Group - Remove user from a group the user is in.
Change Group Owner - Change the owner or administrative contact of a group
Change User Role - Change the user that should be set as the owner or contact person of the group.
Change Email / Organisation – Provides the option to change the email address and/or organisation of a user.
Change Username - Provides the option to change the username (i.e. login) of an account
Enable Developer - Activate the developer mode for a user to provide access to the tools needed for add-on development with the SDK
Add or remove Modules - Provides the option to add or remove additional functions in the system for an account
Activate or deactivate custom add-ons - Provides the option to activate or deactivate custom SDK add-on for an account

In addition to the Account Information, also the Group Information of the groups in which the user is active is shown:

Group Name – The name of a group in which this account has access
Owner - The Group Owner
User Role – The role a user has in the group
Licenses – The installed licenses for the group
Module - Additional functional modules that have been activated for the user account.
Plugins – Custom plug-ins developed with our Software Development Kit (SDK) that are installed for the user account.

The System Administrator can execute the following actions related to (the user in) the group.

Change Owner – Change the owner or administrative contact of a group
Change User Role - Change the user role for this user in the selected group
Add Modules - Add modules to this group
Remove Modules - Add modules from this group
Remove User from Group – Remove a user from a group
Set as Active Group – Change the group an account is active in and is licensed in.