Manage Users and Assign Roles
- Global Admin or Cloud Admin can view the screens / perform the functions described below.
- Global Security Admin can assign security services roles (eg. Fortinet Management roles) to another user.
The Manage Users screen allows you to manage CloudCreator users and assign roles at a parent or child cloud level.
Topics
- Create a New User and Assign Role Access
- Create BYOI Users with Multiple Logins
- Edit a User's Details and Role Access
- Delete a User
- Reset a User's Password
Create a New User and Assign Role Access
Follow these steps to create a new user and assign role access:
1. Click the Virtual Clouds icon in the sidebar.
2. If your company is using multiple virtual clouds, select All clouds at the top of your screen. Then select either the parent or a child cloud from the dropdown menu.
3. From the Summary screen for your virtual cloud, click the Options Cog > Manage Users.
4. The Manage Users screen shows all the current user accounts for your cloud. Select either Create CloudCreator User or, Create BYO Identity User.
You can find out more about BYO Identity here.
5. In the Create User window, complete the fields (scroll down) and assign the required roles. Use the table in the next step if you need help.
Note: If you are creating a BYO Identity user, you'll only see a limited number of fields to be completed. These are shown below.
Example: Create CloudCreator User
Example: Create BYO Identity User
6. Use this table to complete the Create User screen. If you are creating a BYOI User, you'll only see a limited number of fields to be completed.
Field | What to enter |
Username |
Must be a unique username, and must have no spaces. eg. JohnSmith, JSmith, etc. |
First Name | First name |
Last Name | Last name |
Password | Your user password. This must meet the following criteria:
|
Confirm Password | Re-enter your password |
Token Type |
Select either SMS token (recommended) or Soft token. See How to Log In for more information about token. |
Mobile Phone Type |
Only required if Soft Token is selected above. |
Enter a valid email address. | |
Phone |
Phone number, starting with the country code and area code, with no spaces, eg. +644123456 |
Mobile Phone |
Mobile phone number, starting with the country code and area code, with no spaces, eg. +6421345678 |
Temporary PVN (personal verification number) |
Enter a temporary PVN between 4-8 digits in length. The user will be required to change this the first time they log into CloudCreator.
|
Role Access
|
Select the required role(s) type for the user. More than one role can be added.
See Roles and Permissions for more information.
Important Notes on Roles:
|
Cloud Services Tab |
Select a tab to assign the required roles to the user.
Only the services that your organisation is subscribed to will appear as options on these tabs.
To find out more about roles and permissions, see Cloud Services Roles and Permissions.
|
Network Security Services Tab |
7. When all the fields have been completed, click Save. The new user will be created and display in the list of users.
8. The new user will receive an email with their login credentials.
Create BYOI Users with Multiple Logins
In rare cases, you may have a single Bring Your Own Identity (BYOI) user who needs two distinct logins to CloudCreator. For example, a user may log in as a Global Admin each day, but on rare occasions may need to log in as a Global Security Admin.
In this case, we recommend the user is set up as two users in your Identity Provider, (e.g. Joe.Bloggs@BlueSkyes.com and Joe.Bloggs.GSA@BlueSkyes.com) and set up as two corresponding CloudCreator users, each with different CloudCreator roles. The benefit of this approach is that your organisation has greater internal visibility over enabling and disabling access to CloudCreator for each of the logons the user may require.
An example of the Create User screen for a BYO Identity User is shown below. For more details, see Create a New User and Assign Role Access above.
If your organisation doesn't want to operate multiple instances of a user inside your Identity Provider, you can still operate multiple logins for a single user in CloudCreator. To do this, set up a BYOI logon and another using the 'traditional' CloudCreator user management functionality. You can find out more about BYO Identity here.
Edit a User's Details and Role Access
Follow these steps:
1. At the top of the Summary screen for your virtual cloud, click the Options Cog > Manage Users.
2. The Manage Users screen appears showing the current user accounts for your cloud. Search for the user and click Edit next to their name.
3. In the Edit User window, update the fields and/or roles (scroll down). Use the table below as a guide.
Note: You can't modify these fields: User Name, First Name, Last Name.
4. Use this table to complete the Edit Users screen.
Field | What to enter |
Token Type |
Select either SMS token (recommended) or Soft token. See How to Log In for more information.
|
Mobile Phone Type |
Only required if Soft Token is selected above. |
Enter a valid email address. | |
Phone |
Phone number, starting with the country code and area code, with no spaces
eg. +644123456
|
Mobile Phone |
Mobile phone number, starting with the country code and area code, with no spaces
eg. +6421345678
|
Temporary PVN (personal verification number) |
Enter a temporary PVN between 4-8 digits in length. The user will be required to change this the first time they log into CloudCreator.
|
Role Access
|
Update the required role(s) type for the user. More than one role can be added.
See Roles and Permissions for more information.
Important Notes on Roles:
|
Cloud Services Tab |
Select a tab to assign or remove roles for the user.
Only the services that your organisation is subscribed to will appear as options on these tabs.
To find out more about roles and permissions, see Cloud Services Roles and Permissions.
|
Network Security Services Tab |
5. Click Save when you've finished updating the fields. The user's details will be updated.
Follow these steps:
1. At the top of the Summary screen for your virtual cloud, click the Options Cog > Manage Users.
2. The Manage Users screen appears showing all the current user accounts for the selected cloud. Search for the users name and click the red cross next to their name.
3. In the Delete User window click Delete to confirm.
4. The user will be deleted and removed from the Manage Users screen.
Follow the steps below to email a reset password link to a user.
Note: This link is time sensitive and will expire if not used. The user's current CloudCreator password will remain unchanged, and usable, until they use the link.
1. At the top of the Summary screen for your virtual cloud, click the Options Cog > Manage Users.
2. The Manage Users screen appears showing all the current user accounts for your cloud. Search for the user and click the Reset Password link next to their name.
3. In the Reset Password screen, click OK to confirm.
4. The user will receive the email below with a reset password link. You'll also see a notification at the top of your screen.