This section explains how to add, update, activate and delete users.
Users can only be added/edited/deleted by those who are having UMS admin access.
New users can be added to UMS individually or in bulk by using CSV import.
To add a new user in UMS, click
New User and then
Add User from the User Management page.
Add User dialog will be shown as in the image below.
- If the account activation mode is Automatic, then the new user will be automatically activated.
- If the activation type is Email, then the user will receive an email for activating their account. The user account will be activated after verifying the email. By default, the Account Activation Mode is Automatic.
- Kindly refer to Account settings page for more details.
Add.|1. Fill the form with a Username, Email address, First name and Last name and then click on
To automate the process of adding a large number of users to UMS, you can download the CSV template file and add the users in it and then import the file.
NOTE: The section will explain on how to import the users from CSV file which can be downloaded from below location in UMS.
In UMS, click
Import from csv.
The first row in the CSV template represents the column heading. UMS assumes that the data from the second line in the file represents the user.
We have the following columns are considered as mandatory in the downloaded CSV file.
Follow the below steps to add users using the CSV template
Download CSV template.
Add users in the CSV. Save the file and upload it.
Once the file is uploaded the user details will be shown in the grid like in the below image. Click
Import Users to add the users.
After uploaded the users in UMS the results are displayed as below.
The password must meet the following requirements:
It must contain,
Once the user is added new account will be created for the user and an account activation email will be sent to the email address with an activation link to activate the Bold BI account.
The activation link sent to the user will be valid only for 2 days and if the user have not activated within the 2 days, a new activation link can be sent to the user from the user edit page.
The account will be on inactive status till the user activates the account from the activation email.
User profile details can be edited by the users edit page as shown in the below image.
Username, First Name, Last Name, Phone number and profile picture of the user can be edited.
If the users forgot their password, Administrators can able to reset the password for the users by using this option.
Please refer to this section for password requirement.
The user can enable 2FA for their account. If the user loses the recovery code or authenticator application, the admin can disable the 2FA or regenerate a new set of codes for the user. This can be done by using the Two-Factor Authentication tab in the
To regenerate the recovery code for the user, view the user detail and click
Regenerate Recovery Code in the Two Factor Authentication tab.
yes to generate a recovery code. After that,
copy the newly generated code and share it with the user.
To disable the Two-Factor Authentication for the user, click the
Remove Two-Factor Authentication option and proceed with
Users can be deleted from the UMS when the user no longer requires the access. Users can be deleted from the user management page by the
Note: Once the user gets deleted by the
System Administratorhis access will be revoked from the sites that he belongs to.
You can select single or multiple users in user management and provide access to multiple sites.
Select the sites you need to provide access to the selected users and then select
Grant Access button to proceed.
NOTE: If the selected user has already access to that site, the process will be skipped.
After the process completion, you can see a detailed report on it. You can also download the report in CSV format.
You can revoke access to the site by referring here.