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User Setup

1. Description

User Setup is the place where you can manage all users in your Tenant. Users who are added to Tenant, can also be added to Project.

2. Pre-condition

  • You must have permission to set Users in Tenant
  • There must be an existing Tenant
  • Users need to have existing accounts in the system in order to be added to the Tenant

3. Adding users to Tenant

  1. Go to Organization Setting > User Setup

    • There is a table list of users in Tenant
  2. Click on Add User button to add new users

    • A pop-up Add User will display with additional fields to fill out to add a new user

Add user

  1. Fill in the fields for adding new users

    • User: name of user that wanting to add to. (Just users have registed on akaAT Manager system can add)

    • Role: One role for user(s) (View more in Roles in Tenant ). If you miss this step, default for added users is “User

  2. Product Access: The product(s) that users can be added to Project

Note

  • Product(s) which are bought by Tenant will be automatically switched on and users are allowed to join all Products, but you can also limit which Product you want the new user to join.

  • Products which are not bought by Tenant will be automatically switched off and not allowed to be switched on

  • Clicking on Save button to add new user(s)

4. Delete Users from Tenant

  1. Go to “User Setup System shows list of user that added to Tenant

  2. Clicking on Bin icon of each user to delete that user from Tenant

  3. A message pop-up will appear and ask “Are you sure you want to remove "the name of account ..."?”

    • Simply click on [OK] button to remove Release.

Delete user

5. Set role for users

Besides setting roles for Users when adding or editing User, you can set role for User quickly with this way

Go to “User Setup” → System will show table list of Users

User's table

  1. In each User row, click on Role Name of Role column then select the role that you want to set to the User

Edit role

Note

  • Both Tenant Owner and Tenant Admin can edit roles.
  • Tenant Admin can not edit role of Tenant Owner