user-management.md

Work instruction: User Management

Using the Gateway User Interface, you can manage (create, read, update and delete) users. In this work instruction, you will learn how.

Prerequisites

1. You're logged into the Gateway User Interface with an existing user

Step 1: Getting there

1. Navigate to "Settings", at the bottom of the navigation
2. Navigate to "Users", one of the tabs

Step 2: Creating a new user

1. Click on "+ Add User"

2. Fill in the required fields

   1. Name*: the name of the new user
   2. Email*: the email address of the new user
   3. Organization*: the organization to which the new user should belong
   4. Applications*: one or more applications to which the new user has access to
   5. Password*: set an initial password for the user (retype it in the second field for verification)
   6. Security Groups*: add Security Groups to this user to give them more rights

3. Optionally fill in the optional fields

   1. Description: optionally set a description of the user
   2. Locale: optionally set the locale of the user (e.g. en-US)
   3. Person: optionally add extra information about the person

4. Click on "Save" to complete the process

Tip: Organizations, Applications and Security Groups can also be managed within the Gateway User Interface.

Step 3: Editing an existing user

1. Click on "-> Details" to navigate to the detail page of the to edit user

2. Edit one or multiple fields in the form

3. Click on "Save" to complete the process

Tip: when editing an user, you do NOT have to (re-)enter the passwords

Tip: click on "+ Add to dashboard" or "- Remove from dashboard" to toggle users as Dashboard Cards on the dashboard page!

Step 4: Deleting one or more existing user(s)

Attention: this action can NOT be reversed!

4.1 Deleting one existing user

1. Click on "-> Details" to navigate to the detail page of the to remove user

2. Click on "Delete"

3. Confirm the deletion by clicking "Delete item" to complete the process

4.2 Deleting multiple users

1. Check all rows of all the to be removed users

2. Click on "Bulk actions"

3. Click on "Delete"

4. Confirm the deletion by clicking "Delete" to complete the process