Users & Group Management

Users

Add a user to VNCdirectory

1. In the left sidebar, navigate to Users.
2. Click + New user.
3. Customize the fields. The fields with the asterisk are required.
4. Click Create.

Lock a user

1. In the left sidebar, navigate to Users.

2. Click a required user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. At the top, click Lock.

To search for the locked user:

1. In the left sidebar, navigate to Users.
2. Under the Filters section, click the plus icon and select locked from the dropdown menu.
3. Click Apply.

Unlock a user

1. In the left sidebar, navigate to Users.
2. Under the Filters section, click the plus icon and select locked from the dropdown menu.
3. Click Apply.
4. Click the lock icon next to the user you want to unlock.

Delete a user's avatar

There are 2 ways to delete a user's avatar.

Way 1. From the "Users" page.

1. In the left sidebar, navigate to Users.

2. Click the cross icon next to a required user.

   • Use filters to quickly find the user you need.
   • After clicking the icon, the user's avatar will be removed.

Way 2. From the user's profile info page.

1. In the left sidebar, navigate to Users.

2. Click the user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. Go to the Avatar tab.

4. Click the trash bin icon .
5. When prompted, click Ok confirming that you want to delete the avatar. You should see the notification stating "Avatar deleted".

Edit a user's profile information

1. In the left sidebar, navigate to Users.

2. Click the user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. Make required changes.

4. Click Save. You should see the following notification stating "Successful update".

Add the avatar for a user

1. In the left sidebar, navigate to Users.

2. Click the user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. Go to the Avatar tab.

4. Hover the pointer over the avatar icon and click Upload and then select a required image/photo.
5. Click Save. You should see the following notification stating "Successful update".

Switch an organization for a user

1. In the left sidebar, navigate to Users.

2. Click the user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. At the top, click Switch organization.

4. Search for the organization.
5. Select a department and role from the drop-down menus.
6. Click Switch. You should see the following notification stating "The user Chris Tester has been moved to Test Org".

Add a user to a group

1. In the left sidebar, navigate to Users.

2. Click the user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. Go to the Groups tab.

4. Check the box next to the group, where you want to add the user.
5. Click Save. You should see the notification stating "Successful update".

Delete a user from a group

1. In the left sidebar, navigate to Users.

2. Click the user.

   • Use filters to quickly find the user you need.
   • After clicking the required user, you'll be redirected to the User Details page, where you can edit information about the user.

3. Go to the Groups tab.

4. Uncheck the box next to the group which you want to delete the user from.
5. Click Save.

Groups

Add a group

1. In the left sidebar, navigate to Groups.
2. At the top, click + New group.
3. Give the group a name.
4. (Optional) Configure maximum attachment size limit, storage quota, and ownCloud storage quota.
5. Click Create.

You should see the notification stating "Successful creation".

Delete a group

1. In the left sidebar, navigate to Groups.

2. Click the trash bin icon next to the group you want to delete.

   • Use filters to quickly find the user you need.

3. When prompted, click Ok confirming that you want to delete the group.

Change a group name

1. In the left sidebar, navigate to Groups.

2. Click the required group.

   • Use filters to quickly find the user you need.
   • After clicking the group, you’ll be redirected to the Group Details page where you can view and edit group information.

3. Go to the General tab.

4. In the Name field, enter the new name for the group.
5. Click Save to apply the changes.

Add a user to a group

1. In the left sidebar, navigate to Groups.

2. Click the required group.

   • Use filters to quickly find the user you need.
   • After clicking the group, you’ll be redirected to the Group Details page where you can view and edit group information.

3. Go to the Users tab.

4. Click + New user.
5. Search for a required user and check the box next to their name.
6. Click Add.

Delete a user from a group

1. In the left sidebar, navigate to Groups.

2. Click the required group.

   • Use filters to quickly find the user you need.
   • After clicking the group, you’ll be redirected to the Group Details page where you can view and edit group information.

3. Go to the Users tab.

4. Click the trash bin icon next to the user you want to delete from the group.
5. When prompted, click Ok confirming that you want to delete the user.

Add a project to a group

1. In the left sidebar, navigate to Groups.

2. Click the required group.

   • Use filters to quickly find the user you need.
   • After clicking the group, you’ll be redirected to the Group Details page where you can view and edit group information.

3. Go to the Projects tab.

4. Click + Add projects.
5. Under the Projects section, check the box next to the required project.
6. Under the Roles section, check the box next to the required role.
7. Click Add.

To check the added project, you should click the required group and then go to the Projects tab.

Delete a project from a group

1. In the left sidebar, navigate to Groups.

2. Click the required group.

   • Use filters to quickly find the user you need.
   • After clicking the group, you’ll be redirected to the Group Details page where you can view and edit group information.

3. Go to the Projects tab.

4. Click the trash bin icon next to the project you want to delete from the group.
5. When prompted, click Ok confirming that you want to delete the user.

Change a project role in a group

1. In the left sidebar, navigate to Groups.

2. Click the required group.

   • Use filters to quickly find the user you need.
   • After clicking the group, you’ll be redirected to the Group Details page where you can view and edit group information.

3. Go to the Projects tab.

4. Click the pencil icon next to the project where you want to change a role.
5. Check the box next to the required role.
6. Click Save.