User Management

Overview¶

With the user management system, you can define user groups and various access rights for the features of Confire Cloud.

When it comes to managing permissions, there are two main differences between the editions of Confire Cloud:

Lite¶

The Lite Edition offers two user roles: "Admin" and "Non-Admin." Users with the "Non-Admin" role do not have access to user management. Therefore, only users with administrator rights can create or delete other users.

To define permissions for individual features per user, you need the Professional Edition.

Create Users¶

• If the admin role is activated for your account, the User Management -> Users feature is available in the bottom-left corner:

• The users are displayed. To create a new user, click the plus sign in the top-right corner:

• Enter an email address and a username:

• The new user will receive an email notification and must click the confirmation link:

Assign Admin Role¶

• To assign the admin role to an account, click the pencil icon next to the account:

• Enable the administrator permission and click the Save button:

When the user logs in next time, the User Management feature will be available.

Lock/Unlock User Accounts¶

• By default, user accounts are deactivated if they enter an incorrect password multiple times. If this happens, you can unlock the account as an admin:

Delete Users¶

• To delete an account, click the trash bin icon next to the account:

• Confirm with Yes:

Professional¶

The Professional Edition provides comprehensive access to most features and specific tenants. Permissions are configured via group access.

Create Users¶

• If the admin role is activated for your account, the User Management -> Users feature is available in the bottom-left corner:

• The users are displayed. To create a new user, click the plus sign in the top-right corner:

• Enter an email address and a username:

• The new user will receive an email notification and must click the confirmation link:

Assign Admin Role¶

• To assign the admin role to an account, click the pencil icon next to the account:

• Enable the administrator permission and click the Save button:

When the user logs in next time, the User Management feature will be available:

Create User Groups¶

In this example, we want to create a new group for super users with access to all features and tenants.

• If the admin role is activated for your account, the User Management -> User Groups feature is available in the bottom-left corner:

• The groups are displayed. To create a new group, click the plus sign in the top-right corner:

• Enter a name and a code. These can be identical. Then click OK:

• To assign permissions to the group, click the pencil icon:

• Select the Permissions tab:

• Enable the Permissions and then click the Save button:

Assign User Groups¶

To assign a user group to an account, click the pencil icon next to the account:

• Under the Groups tab, click the plus sign:

• Select the group(s) and confirm with OK:

Lock/Unlock User Accounts¶

• By default, user accounts are deactivated if they enter an incorrect password multiple times. If this happens, you can unlock the account as an admin:

Deleting Users¶

• To delete an account, click the trash bin icon next to the account:

• Confirm with Yes: