Managing Users

From the Setup & Configuration → Users tab, you can manage users associated with organizations. You can access this page from the Manage Orgs and Users button at the top right of the Automox console.

Prerequisites: You must have the required permissions to perform this action. See Roles and Permissions.

Viewing Users

From the Setup & Configuration page, click the Users tab to view a detailed list of all users across all organizations.

The following information is available in the Users table:

Users Table

Description

Email

Email address of the user

First Name

First name of the user

Last Name

Last name (surname) of the user

Organizations

Name of the organizations the user is added to

Status

This shows if the user account is Active or if the user was Invited

Global Administrator

This shows if the user has global administrator permissions

2FA

This shows the setting for two-factor authentication for this user. This can be email, mobile, or disabled.

Actions

Options available:

  • Remove User
  • Edit User

Adding Users to Organizations

You can add users to organizations and configure their level of permissions from the Setup & Configuration → Users tab.

Prerequisites: You have the required permissions for the specific organization you want to add users to.
  1. Click Add User.
  2. On the Add User page, enter the email address for the user you want to add.
  3. Decide if the user should have global permissions or not. The default is no global access.
  4. Select the organization and the role (RBAC) the user will have for that organization.
  5. Click Add Organization.
  6. If required, add the user to multiple organizations and set the required permissions.
  7. Click Save.
Note:
  • A user who is new to the account, will receive an invitation to join the organization. The status of the user’s account will show as Pending Invite until the user responds. The details for the user remain incomplete until the invitation is accepted.

  • Existing users to the account do not receive an invitation.

Editing Users

You can edit the details about a user from the Setup & Configuration → Users tab.

  1. You can access the Edit User page in two ways:
    • Click the email address of the user you want to edit. The Edit User page opens.
    • Go to the Actions column and click Edit User.
  2. From here you can modify the access, organization, role, or add another organization.
  3. Click Save.
Note: If a user wants to use a different email address, they must first be removed from the organization and then invited using the new email address. This requires a user with permissions to delete and invite users.

Deleting Users

You can remove users from an organization from the Setup & Configuration → Users tab. There are two ways to remove a user.

Note: When you remove a user, they are removed from all organizations they had access to.

You can remove users from the Edit User page:

  1. Click the email address of the user you want to remove. The Edit User window opens.
  2. At the bottom of the window, click Remove User.
  3. Confirm the message to delete the user.

You can remove users from the Users page:

  1. From the Setup & Configuration → Users table, find the user you want to remove.
  2. Open the Actions menu for that user on the right.
  3. Click Remove User.
  4. Confirm the message to delete the user.

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