User Management in UX1 for Customers
You can assign one or more services to a user during the setup of a user account.
First, you specify the new user personal data and role. Then, you select services which are to be assigned to the user. Finally, you define whether to send an activation email to the user or not. If you choose not to send an activation email, then a user will not get an invitation email and will have the "Ready" status as soon as the user is created. To start using the services, the user must be activated.
UX1 for Customers allows you to manage the users of your own account and perform the following actions:
- View the list of all users of your account.
- Monitor your users' status.
- Add new users (one or more at once).
- Assign a role to a user (User or Admin).
- Define a user's email address for signing in to the system and receiving notifications. You can define up to two different email addresses: one for signing in to the system, the second one for receiving notifications about the account and system updates.
- Assign and reassign services to new users.
- Send an activation email to users. If you choose to send an activation email, then a user will get an invitation email and their status will be "Not Activated" until activation by following the activation instructions in the email. If you select not to send an activation email, then a user will not get an invitation email and will have the "Ready" status as soon as the user is created.
- Edit a user's information, including the postal address.
- Change a user's password.
- View login history.
- Log in as a user to the panel.
- Delete a user.
- Enable or disable a user.
- Activate a user or resend an activation email.
A user account can be in one of the following statuses:
- Ready: a user account is successfully created and activated.
- Locked: a user account has exceeded the amount of allowed login attempts and is locked out.
- Not Activated: a user has not completed the activation. The email with activation link has been sent to the user and expires in 48 hours.
- Disabled: a user account is disabled and cannot log in to the panel or use any of the assigned services.