3. Managing Users and Projects

The domain administrator can manage other users within the domain. In the upper-right corner, in the drop-down list, select the domain name to access the user management panel.

_images/vhc-managing-users-and-projects-1.png

3.1. Creating User

  1. In the drop-down list upper right, select the domain name.

  2. On the All users screen, click + Create user.

    _images/vhc-managing-users-and-projects-2.png
  3. In the Create user window, specify the user’s login, password, and, if required, the user’s email address and description.

    Note

    A user name must be unique within a domain.

  4. Select the desired role in the Role drop-down list:

    • Domain administrator can access all projects and manage users within their domain.

    • Project member can manage only projects they have access to. Click + Assign to add the user with the Project manager role to the desired project. In the Manage projects window, select the checkbox next to the project you want to assign to the user and click Save.

      Note

      If a user with the Project manager role is not assigned a project, such a user cannot log in to the self-service panel.

  5. Click Create.

    _images/vhc-managing-users-and-projects-3.png

3.2. Assigning User to Project

  1. In the drop-down list upper right, select the domain name.

  2. On the User details screen, select the user you want to assign a project and click Manage projects.

  3. In the Manage projects window, select the checkbox next to the project you want to assign to the user.

  4. Click Save.

    _images/vhc-managing-users-and-projects-4.png

3.3. Unassigning User from Project

  1. In the drop-down list upper right, select the domain name.

  2. On the User details screen, select the user from whom you want to unassign a project and click Manage projects.

  3. In the Manage projects window, clear the checkbox next to the project you want to unassign from the user.

  4. Click Save.

    _images/vhc-managing-users-and-projects-5.png

3.4. Editing User

  1. In the drop-down list upper right, select the domain name.

  2. On the User details screen, select the user you want to edit and click Edit.

  3. In the Edit user window, you can change the user’s details.

  4. Click Save.

    _images/vhc-managing-users-and-projects-6.png

3.5. Disabling User

To disable a user from logging in to the self-service panel:

  1. In the drop-down list upper right, select the domain name.

  2. On the User details screen, select the user you want to disable and click Disable.

    _images/vhc-managing-users-and-projects-7.png

3.6. Deleting User

  1. In the drop-down list upper right, select the domain name.

  2. On the User details screen, select the user you want to delete and click Delete.

    _images/vhc-managing-users-and-projects-8.png