User Accounts
Manage user accounts for platform users, including activating, disabling, and deleting accounts.
Table of Contents
- How do I manage user accounts in the platform?
- Who can manage user accounts?
- How do I activate a user account?
- How do I disable a user account?
- How do I delete a user account?
- What user account status displays for Administrator invitations?
- How do I search for a user account?
How do I manage user accounts in the platform?
The Site Administration > Users page provides a user management interface that allows a Site Administrator to manage user accounts in the platform.
Overview:
- The List of Users page displays a listing of users who have signed up to the platform.
- Each user account can have a status of pending validation, registered, invited, or disabled.
- A Site Administrator can activate or disable user accounts of platform members.
- Each user account displays Name/Email, Status, Last Login, number of APIs, Apps, Groups, and Posts, and Actions (Activate and Enable).
- A Site Administrator can perform a free text search to target a specific user account.
List of Users Page
The Site Administration > Users section includes a List of Users page that provides a summary listing of user account details, statistics about platform activity, and actions that a Site Administrator can apply to a user account. The account information is presented in a column format. Each column can be sorted in ascending or descending order.
The following table provides a description of each page element.
Field |
Definition |
Avatar |
Displays the avatar (icon) assigned to a user account. |
Name / Email |
Displays the username and email address associated with a user account. |
Status |
Displays the current status of a user account. Status options include pending validation, registered, invited, or disabled. |
Last Login |
Displays the date and time a user last logged on. |
APIs |
Displays the number of APIs a user is the Administrator of. |
Apps |
Displays the number of Apps a user has added to the platform. |
Groups |
Displays the number of groups a user is a member of. |
Posts |
Displays the number of posts a user has added to the Dashboard, App Board, or API Board. |
Actions |
drop-down menu that displays actions that can be applied to a user account. Supported actions include Activate and Disable. |
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Who can manage user accounts?
Only Site Administrators can access the Site Administration > Users page and manage user accounts.
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How do I activate a user account?
When a Site Administrator activates a user account, the following rules apply:
- When an account is activated it displays a registered status and a platform member can log into the platform via the Login page.
- For new accounts, when a user creates an account and becomes a platform member, their user account is automatically added to the platform and displays in the Site Administrator > Users section with a pending validation status.
- A user can activate their account by validating their account via the platform signup email or the Site Administrator can activate account by selecting Activate from the drop-down menu in the Actions column. After an account is validated, the account status is registered.
- If an account has been disabled, the Site Administrator can enable the account by selecting Activate from the drop-down menu in the Actions column.
- Note: When you select an account action it is applied immediately to the account, but it may take up to five minutes to refresh the status in the UI.
To activate a user account:
- Navigate to Site Administration > Users.
- On the List of Users page find the user account you would like to activate. If the account is available to be activated the Action drop-down will display Activate.
- Select Activate from the drop-down menu.
- If the user account status is pending validation, this indicates that it is a new account activation. You will receive a message indicating that the signup request has been approved.
- If the user account status is disabled, this indicates that it is an existing account reactivation. You will receive a message indicating that the account has been enabled.
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How do I disable a user account?
When a Site Administrator disables a user account, the following rules apply:
- When an account is disabled a member is not allowed to log into the platform. When a login attempt is made the Login page displays "The account has been disabled."
- The Site Administrator can disable an active user account by selecting Disable from the drop-down menu in the Actions column.
- Note: When you select an account action it is applied immediately to the account, but it may take up to five minutes to refresh the status in the UI.
To disable a user account:
- Navigate to Site Administration > Users.
- On the List of Users page find the user account you would like to disable.
- Select Disable from the drop-down menu.
- You will receive a message indicating that the account has been disabled.
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How do I delete a user account?
When a user account is deleted, the account is removed from the platform along with associated apps, APIs, posts or other artifacts.
To delete a user account:
- Navigate to Site Administration > Users.
- On the List of Users page find the user account you would like to disable.
- Select Delete from the drop-down menu and accept the delete confirmation message.
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What user account status displays for Administrator invitations?
Existing users who have received invitations to become platform administrators are assigned a status of invited. After the user has accepted the invitation, the status changes to registered.
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How do I search for a user account?
The Search Users text box allows you to perform a full-text search to target user accounts in the platform. Searchable entities include any data that displays in the List of Users page columns.
To perform a search in the List of Users page:
- Navigate to Site Administration > Users.
- In the List of Users page, in the search box at the top left, enter search criteria and then click GO.
- Choose from the search results.
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