How to Video:
You can add additional Users to your Tenant. Each User must be assigned at least one Role. The roles available are Administrator, Analyst, and Search User.
Administrators are responsible for managing users, data sources, credentials, rules, and business units. Analysts can view the inventory from the Compliance and Analyst pages, create review batches, and export manifests. Search Users can create and manage search jobs. See User Roles for further information.
Add a User
1. Select the System tab.
2. Select the Users option from the drop-down list.
3. Click the Add User button.
4. Enter the User's First Name.
5. Enter the User's Surname.
6. Enter the User's Email address.
7. Choose the appropriate roles for this user.
8. Click Save and Close.
IMPORTANT: Once you have added a User to the Tenant, they will need to sign in for the first time by resetting their password. See Activation Email & First Login for further information.
Edit a User
1. Select the System tab.
2. Select the Users option from the drop-down list.
3. Select the Actions menu next to the User you wish to edit.
4. Select the Edit option.
You can modify the user's First Name, Last Name, and Roles. Click Save and Close to commit the changes.
IMPORTANT: You cannot remove the Administrator role from the last user with this role.
Delete a User
1. Select the System tab.
2. Select the Users option from the drop-down list.
3. Select the Actions menu next to the User you wish to remove.
4. Select the Delete option.
WARNING: This action cannot be canceled or undone.
IMPORTANT: You cannot delete the last user with assigned to the Administrator role.