Per-user actions

When you scroll over a entry in the users list, the following icons appear in the Action column:

• —opens a dialog to add/edit data for existing users
• —deletes this user
• —opens a dialog to add a trusted-host entry for this customer
• —opens a dialog to change the password for this customer

The Add Customer User and Edit Customer User dialogs contain the following fields:

Settings	Guidelines
First Name Last Name	Name of the user
Email Password Confirm Password	Email and password for the user. The user will use these credentials to access the customer portal.
Password Policy	Enable or disable. If enabled, you can set one or more of the following types of character that the password must contain: Uppercase Letters Lowercase Letters Numbers (0-9) Special Characters
Minimum Length	Select the minimum number of characters that a password must contain.
Address1 Address2 City State Country Zip	Business address for the user
Phone Fax	Phone and fax number for the user
Available Roles	Roles that are available for this user type. You can specify multiple roles for a user.
Selected Roles	Selected roles for this user
Available Sites	Sites that are available for this user to access.
Selected Sites	Sites that this user can access. You can specify multiple sites for a user. If no site is selected, the user has access to all sites.
Status	Select whether the customer user is Active or Disabled.

Add a trusted host for a user

If you have enabled the Trusted Host option for this customer, the system creates a allowlist of trusted hosts for the customer users. The default entry in the allowlist is to allow all users, so you need to edit/delete this entry to create a valid allowlist.

Select the Trusted Hosts tab to open the allowlist for this customer.

Go to Admin > Trusted Hosts to open the allowlist for this customer.

Select Add to create an IP address blocklist for this customer.

The Add IP BlockList and Edit IP BlockList dialogs contain the following fields:

Settings	Guidelines
IPv4
IP Start	Enter the start address for the range covered by this entry.
Mask	Define the range of IP addresses covered by this entry.
IPv6
IP Start	Enter the start address for the range covered by this entry.
:Prefix	Define the range of IP addresses covered by this entry.