User's Guide: Invite Users

  • Published on Jun 11, 2024
  • 1 minute(s) read

1.0 Invite a User

1.1 Prerequisites

  • The email ID of the user is required.

  • You need to be an account administrator to invite a user to an account.

1.2 Steps

  1. Click the Users menu item in the CCM UI left navigation bar to see the list of all users added to Fortanix CCM.

  2. Click INVITE USER to add a new user to this account.

    invite-user-landing-screen.png

    Figure 1: User's Tab and Invite User

  3. Fill in all the required fields:

    invite-users-landing-screen-1.png

    Figure 2: Add User Form

    • Email (user’s email) – Email of the user, the email is case-insensitive.

    • First Name – Enter the user’s first name.

    • Last Name – Enter the user’s last name.

    • Role – Choose the role(s) for this user.

      CCMUserguide57.png

      Figure 3: Choose Roles

    NOTE

    When you invite a user to an account with:

    • In an Administrator role, the user is automatically added to all the CCM groups as Group administrator by default and they cannot be removed from the group.

    • In a Viewer role, the user is automatically added to all the CCM groups as Group auditor by default and they cannot be removed from the group.

    • In an Editor role, the user can be manually added to a CCM group as a Group administrator or Group auditor. These users can be removed from the group.
      For more information, refer to User’s Guide: Create a Group.

  4. Click Invite to invite the user. The invited user will get an email to join this account.

    invite-users-landing-screen-2.png

    Figure 4: User Invited

2.0 Edit a User

2.1 Prerequisites

  • An existing user.

2.2 Steps

As an administrator of an account, you can edit another user’s role. To do this:

  1. Click the Users menu item in the CCM UI left navigation bar.

  2. From the list of users, select a user to edit and click the ellipses icon for the selected user. From this menu click EDIT USER to edit the user details.

    edit-existing-users-1.png

    Figure 5: Select User

  3. Update the user’s role.

    edit-existing-user-1.png

    Figure 6: Edit User Details

  4. Click UPDATE USER to update the user details (Figure 6).

  5. The updated user details are saved and visible now.

    edit-existing-user-2.png

    Figure 7: User Details Saved

    If you are an account administrator, by default you have the Administrator, Editor, and Viewer roles. You can edit your own details like First Name and Last Name using the following method:

    1. Using the My profile option.

      profile-icon.png

      Figure 8: My Profile

      edit-user-name.png

      Figure 9: Edit Your Details

      edit-user-name-1.png

      Figure 10: Edit First and Last Name

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