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Administration Guide

Per-user actions

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.

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.