Managing Users

The Admin > Users page gives you control over users on your CIC system by displaying a list of users and allowing you to perform a variety of administrative tasks, including inviting new users, updating and deleting existing users, and controlling user permissions.  Search and filter options are also available.

Viewing Users

Go to Admin > Users. The Users page displays information about users in your system. Users have a role associated with them that grants some default permissions for accessing the system. Admin users can grant additional permissions that, together with a user's role, determine what access a user has to the system. See About Roles.

Inviting Users

1. Click the Add New User button . The Add Users page displays.

   

2. In the Invite Users field, enter a list of email addresses for users you want to invite.
3. Select a Role for the users you are inviting. See About Roles.
4. Select a Data Access mode. See Setting up Data Access for Users.
5. Specify any additional Permissions. See About User Permissions.
6. Optional - Write a note to be included in the email received by invitees.
7. Click Invite. 

Updating User Information

Click a user's email address to display detailed information about that user. You can update the selected user's role and permissions as described in Controlling data access and user permissions.

Deleting Users

Select one or more users and click the Delete User button . Use the check box in the table header to select all users.

Controlling data access and user permissions

You can control your users' access to partner data and permissions for certain parts of the CIC Cockpit. For example, you could restrict a user's data access to only the partners they work with and allow the user to view job information, but not reprocess messages.

You use Roles, Data Access, and Permissions to exercise this control.

About Roles

A Role is a set of permissions bundled together to provide an easy way to assign those permissions to a user. A user's Role also affects how you assign partner data access (see How Roles affect Data Access) and other optional permissions (see About Permissions). There are three Roles available.

About Data Access

When you invite a user to CIC or edit an existing user, you can also specify which of your partners' data that user has access to. This is useful if, for example, you want to control the scope of a user's visibility into your CIC system or you want to limit access to a particular partner's data to a few key users.

Data access for a user is controlled by two items: the Role assigned to the user, and the partners you select for access by the user.

How Roles affect Data Access

Each role has different data access permissions. A user with the Admin role has access to data for all partners. A user with the Partner role has access to data from a single partner that you specify. A user with the Normal role can have access to no partner data, all partner data, or something in between. See Data Access Options.

Data Access Options

These Data Access Options affect only the Partner and Normal user Roles. 

Selecting partners for data access

When you click the Select Partner link, the Select Partner(s) dialog box displays.

When you assign a user the Partner role, you must select one partner. You cannot select more than one.

When you assign a user the Normal role, you must select at least one partner. You can select as many as you like. 

About Permissions

You can select additional permissions to assign to the users you are inviting or editing. 

Search and Filter

A search bar can be used to search and filter through users based on User, Status, Email, or Role (column headers).  For example, if searching by Email, a search based on the domain name "cleo.com" shows only those users with that domain name. This is the same for User, Status, or Role. 

To clear the results, either click Esc (Escape) or delete the content from the search field.

Note too that the total number of users within the Customer's environment is displayed.