Overview

By default, the account you have signed up has the "Account Admin" role and can create multiple users within the tenant. Users can be assigned one or more roles. Based on the roles mapped, the user(s) will have the super-set of access to the functions and actions. As the Account Admin, you can also create custom roles if required and define granular level of access to functions and actions. Read more on this in Role-Based Access section.

Navigation

Click on the settings icon on the top left of CoreStack and select Users from the menu. User Management screen will be displayed. It allows you to create and manage users. There are 4 sub-tabs available in the User Management screen: All, Active, Suspended, and Registered.

  1. All: All the users available under the tenants will be listed.
  2. Active: Users that are currently in active state will be listed.
  3. Suspended: Users that are currently suspended will be listed.
  4. Registered: Users that have been created, but to be activated yet will be listed.

Creating a New User

The following steps need to be performed to create a new user in CoreStack.

  1. Click on Add icon in the User Management screen.
  2. Provide the following details to create the user.
FieldDescription
First NameSpecify the first name of the user. It is an optional field.
Last NameSpecify the last name of the user. It is an optional field.
Email AddressSpecify the email address to which all the notifications to be sent.
UsernameSpecify the unique username for the user to login with.
PasswordThe default password generated using which the user needs to log in for the first time.
Note: Password length should be of 8 characters with at least 1 special character ( _ $ ^ @ * ! # & . ) present. Also, starting character must be alphanumeric.
TenantsYou can add multiple roles for different tenant accounts for a user. Select a tenant in the Tenants drop-down list and select required roles in the 'Select one or more roles' field. Click on 'Add to User' button to map the selected tenant-roles combination for the user. Multiple such tenant-roles combinations can be assigned for a user using the 'Add to User' button.
Select one or more rolesSelect the roles that must be assigned to the user for a specific tenant.
Generate API AccessEnable the checkbox to generate API Access for the user.
  1. Click on Create User button to create the new user.

A new user will be created and listed in the User Management screen.

Managing Existing Users

You can manage the users created by utilizing the below explained options.

  1. Select the hamburger button (three horizontal bars) and enable or disable the columns to display or hide them for viewing in the table.

There are 3 sub-tabs available for each user – User Information, Tenants-Roles, API Access – that provides options to modify relevant information. You can perform the following actions in the respective sub-tabs. Select a user from the list before performing the following actions.

User Information Tab

This section displays all the details pertaining to a specific user, including – First and Last Names, Email Address, Username, Time Zone, Active/Inactive Status and Last Login.

  1. To edit the information provided for the user, click on the Edit icon available in the User Information tab listed in the right-hand side.
  2. To reset the password of the user, click on the Reset Password icon available in the User Information tab listed in the right-hand side.
  3. To suspend/reactivate a tenant, click on the Suspend/Reactivate icon available in the User Information tab listed in the right-hand side.
  4. To delete a tenant, click on the Delete icon available in the User Information tab listed in the right-hand side.

Tenants-Roles Tab

This section displays the information about all the roles assigned to different tenant accounts for a user.

  1. To modify the roles assigned to the user for a specific tenant, click on the Edit icon available in this tab for the corresponding tenant. Click on Apply icon to save the changes.
  2. To remove a tenant-roles combination assigned to the user, click on the Delete icon available in this tab for the corresponding tenant.

API Access Tab

This section lists the access keys generated for the user and with an option to regenerate access keys.

  1. Click on Generate Key button to generate the API access key required by the user for authentication.

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