Users

Updated: August 9, 2021
Contents

The Users section of the Account module allows adding new users, managing existing users or deleting them from your account. Users represent employees and team members at your organization, such as IT specialists, managers and sales representatives, who can access the CloudBlue Connect platform. Note that users can belong to multiple groups and multiple Connect accounts. The following instructions showcase how to add new users to your account and how to remove users.

Adding Users

Access the Users section and click Add User to launch a user creation wizard. The following wizard steps help you successfully configure a new user and send an invitation link to this user:

  1. General: Enter a user name. Thereafter, specify an email that serves as a login for your user.
  2. Group: Specify a required group or groups for your new user.
  3. Summary: As a result, the system provides a summary for your new user.

Connect sends an invitation to your created user. If this user is not registered in Connect yet, the invitation will contain a link to the registration form. If this user already exists in Connect, your account will be available for that user at once.

The Connect platform also provides additional operations for your invited users. Click on the vertical ellipsis () icon next to your invited user to access these operations:

  • Copy invitation link: Use this option in case you want to send an invitation link personally.
  • Resend invitation link: Connect resends an invitation link to the specified email address.
  • Revoke invitation: Click this button in case you need to revoke this invitation.

Removing Users

Locate a user that you want to remove from your account and click the vertical ellipsis () icon on the corresponding row. Thereafter, click the Delete button to remove this user.

Note

After completing this operation you cannot use this user credentials to access and manage your current account.

Click Delete in the pop-up window to confirm your decision.

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