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Managing Users
On the Users tab, a Customer Account Administrator has permission for the following:
- Add users individually
- Import users in bulk using an Excel file (*.xlsx). Sample file available through the import feature.
At the time of creation, the following can be set for the user:
- User Role (required)
- Label(s)
- Inactivation Date - the user will automatically be made inactive and removed from the account after this date
EDIT USERS
- Edit user's first name, last name, and/or email address
- Change user's Role
- Assign/edit user's Label
- Set/edit Inactivation Date for user
MANAGE USERS
- Easily filter user list by Role or Label
- Assign user Roles and Labels individually or by bulk assignment
- Export user list
- Remove user(s)
- Change the License Customer for a user - this is the customer account the user will pick up a Cloud Sign-in license if they have an appropriate Role to do so
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When a new user is created, they will receive an email link to set their password. This combination of username and password will be the user's CSI Sign-in Credentials and can be used to sign into the CSI Customer Center and CSI products with Cloud Sign-in licensing.
Companies who have federated their identity platform (IdP) with CSI's have options to Automate User Provisioning in addition to adding their users through the UMD. Federated users will not set a password when their user account is created and will instead use their company credentials to sign in.
Information and instructions to federate your company's IdP with CSI’s IdP can be found on the Federated Identity FAQ page.
User Roles and Labels
Every user in the CSI database must be assigned a User Role. This gives the user specific permissions for the CSI Customer Center and if trying to access CSI products with Cloud Sign-in licensing. Template roles have been created for convenience but custom User Roles can be created. Only the template Administrator role has full Customer Account Administrator permissions (including permission to make changes in the User Management Dashboard).
Labels can be created and assigned to users for the convenience of grouping a set of users together. This can serve to help filter/sort/manage the group of users to assign Roles, License Customers and License Groups. A user can be assigned multiple Labels.
On the Roles and Labels tab, a Customer Account Administrator has permission to do the following:
ROLES
- Create a new custom User Role
- Edit/delete a custom Role
- Assign a Default Role for their customer account. When a new user is created outside of the User Management Dashboard, the user will be assigned this default role.
LABELS
- Create a Label
- Edit/delete a Label
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User Role Permissions
The following permissions are available to be assigned to a User Role. By default, the Administrator role has permission for all items listed below.
SALES
View / Pay Quotes:
User can view and pay quotes in the CSI Customer Center.Upgrade Assets:
User can upgrade their CSI software license(s), on behalf of their company, to a newer version or convert their current licenses to Cloud Sign-in Licenses in the CSI Customer Center.
SUPPORT
Manage Own Incidents:
User can view and manage their own Support Incidents.Manage All Company Incidents:
User can view and manage all Support Incidents in their account.
SIGN-IN SOFTWARE ACCESS
Software Access:
User can access CSI Cloud Sign-in licensed software with their credentials. This permission is required for a user to use CSI Cloud Sign-in licenses.Terminate Sessions:
User can to remotely terminate a license Cloud Sign-in License on another user’s machine through the CSI Customer Center from the Cloud Licensing Tools > License Monitor menu in the CSI Customer Center. Once terminated, the software will close on that user’s machine.License Group Manager:
User can create, edit and manage Cloud Sign-in License Groups in the User Management Dashboard.
MY SOFTWARE
View Assets:
User can view all software assets in the customer account.View Activation Keys:
User can view all sensitive licensing information, such as Activation keys, for the software assets in the customer account.Download Installations: User can download product installations. This can be limited to only the most recent minor release of the product or all minor versions for their major version.
CLOUD LICENSING TOOLS
License Monitor:
User can view real time license usage for Cloud Sign-in and Cloud Key licenses.License Historical Use Data:
User can view historical usage data for Cloud Sign-in and Cloud Key licenses.
ADMINISTRATIVE
View / Edit Company Addresses:
User can add and remove company addresses and set the default billing address.
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Cloud Sign-In License Groups
Cloud Sign-in License Groups can be created and managed on the License Groups tab. License groups allow complete control over who can access which licenses owned by the company. For detailed information on license groups, please visit our wiki page: Cloud Sign-In License Groups