Managing application users

There are two ways to provide new users with access to SMRT Portal:

 

Note: Before you add users, make sure that you have specified an SMTP server so that email messages with temporary passwords will be correctly sent to new users.

To add users: Initiated by user request

Users can request access to SMRT Portal by clicking Register and filling in the Create a New Account dialog:

 

 

This adds the new user to the Application Users list, with the Is Approved? field set to false. To allow the new user access to SMRT Portal:

  1. Click Admin, then Manage Users.
  2. Select the new user and click Edit.
  3. Set Is Approved to true.
  4. Specify the user's role.
  5. Specify the user's groups. You can assign the user to multiple groups. (All is the default)
  6. Enter a temporary password, then enter it again in the Confirm Password field.
  7. Click OK.

To add users: Initiated by the administrator

Use this method to add new users directly, without user input.

  1. Click Admin, then Manage Users.
  2. Click New. The Add User dialog displays.
  3. Enter the user name and email address.
  4. Specify the user's role.
  5. Specify the user's groups. You can assign the user to multiple groups. (All is the default)
  6. Set Is Approved to true.
  7. Enter a temporary password, then enter it again in the Confirm Password field.
  8. Click OK. The application sends an email message to the user's email address with the temporary password. The user logs in using this temporary password, and is given the opportunity to choose a permanent password.

To delete users

  1. Click Admin, then Manage Users.
  2. Click Delete, then click OK in the confirmation dialog.

To edit user profiles

  1. Click Admin, then Manage Users.
  2. Select a user, then click Edit.
  3. (Optional) Select different or additional groups for the user.
  4. (Optional) To reset the user's password to one that you specify: Enter a new password, then enter it again in the Confirm Password field. The application sends an email message to the user's email address with the new password.

To reset a user password to a random password

  1. Click Admin, then Manage Users.
  2. Select a user and click Reset Password. The application generates a random password and sends it to the user's email address. The user logs in using this temporary password, and is given the opportunity to choose a permanent password.