Member Administration

Updated on 15 Feb 2024

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Administrative activities related to Itential Cloud accounts associated with your organization are performed via the Members Administration page. To access the Members page, select Users from the sidebar of Itential Cloud Portal:

Figure 1: Users Page in the Sidebar

Cloud%20Menu%202.6.24

Members Table

The UI of the Members page is largely composed of the Members Table. The Members Table provides a searchable and sortable view of all Itential Cloud accounts associated with your organization, from which you can:

Create new Itential Cloud accounts.
Edit Itential Cloud account settings.
Delete Itential Cloud accounts.

The main elements of the Members Table are referenced in Figure 2.

Label	UI Element	Function
1	+ New	Creates a new Itential Cloud account.
2	Search Bar	Searches Itential Cloud accounts by username, first and last name, or e-mail address.
3	Pagination Controls	Sets how many table rows to show per page and shows the total number of discrete pages. Use the left and right arrows to move between pages.
4	Table Body	Displays Itential Cloud accounts matching any specified search filter.

Figure 2: Members Table

itentialCloudPortalMembersTable

Fields in the Members Table

Each row in the Members Table corresponds to an Itential Cloud account, while each column provides information about the account or actions that can be taken against that account. The following table describes each table column, or field, shown in the Members Table.

Table Field	Description
Username	The username associated with the account.
Name	The first and last name of the user associated with the account.
Email	The e-mail address associated with the account.
Verified	The verification status of the account.

Adding Accounts to Itential Cloud

To add a new user account to Itential Cloud from the Members page:

Click the + New button; the Create a New Member modal will appear.
Enter the user's first name, last name, and e-mail address into the relevant fields.
Click the Create button at the bottom-left corner of the modal.

Editing Account Settings

To edit the settings of an existing Itential Cloud account from the Members page:

Locate the desired account in the Members Table.
- If you know the username, name, or e-mail address of the account, you can apply it as a filter using the Search Bar.
- You can sort accounts by any field (excluding Verified) in ascending or descending order by selecting the relevant column header.
Click the row of the desired account in the Members Table; the Account Settings window will display for that account (Figure 3).

Specific actions that can be taken from the Account Settings window are described below.

Figure 3: Account Settings

itentialCloudAccountSettings

Assigning Account Groups

To assign an Itential Cloud account to a group from the Account Settings window:

Select the checkbox of the desired group from the list displayed in the Groups section.
Click the Save button at the top-left corner of the window.

Note:

For more information about groups, refer to the Group Administration page of this guide.

Resetting Account Passwords

To reset the password of an Itential Cloud account from the Account Settings window:

Click the Other Actions button at the top of the window; a dropdown menu will appear.
Select Reset Password from the dropdown menu. An e-mail containing a link to reset the account password will be sent to the e-mail address associated with the account.

Deleting Accounts

To delete an Itential Cloud account from the Account Settings window:

Click the Other Actions button at the top of the window; a dropdown menu will appear.
Select Delete User from the dropdown menu. A confirmation modal will appear; select the Delete button at the bottom-left corner of the modal.

Note:

Itential Cloud accounts can also be deleted from the Members Table UI by clicking the Delete itentialCloudPortalDeleteIcon icon at the far-right of the relevant table row.