Managing Users

Managing users

To manage NetX user accounts, navigate to the Users tab of the Systems area. Here, you can:

• Create, edit, or delete user accounts.
• View account info such as Username, First name, Last name, Email, User level, Expiration date, and Last sign-in date.
• Filter the list of users by status or user level. 
• Filter the list of users via the filter field. This returns users who match the filter terms based on their username, first name, last name, or email address. 
• Create new users or perform actions on a existing user accounts.

Creating users

1. Navigate to the Users tab in the Systems area.
2. Click Add user.
3. Fill out the new user's First name, Last name, Email, and Username at minimum. Note that the username cannot be changed after the account is created.
4. Choose the user's level. By default, new users will be set to Browser.
5. (Optional) Add the user to any groups.
6. Leave the account set to Active if the user should be able to sign in immediately. Note: if you create an inactive (suspended) user, that user will never receive their password creation link. You will need to use the Reset password action after activating the user for the first time.
7. Leave Receive email on if the user should receive system emails.
8. Click More info to display additional fields as needed, including optional Expiration date and other profile details.
9. Click Save. If the user was marked Active, they will receive an account activation email to set their password for sign-in.

Editing users

1. Navigate to the Users tab in the Systems area.
2. Use the action menu icon for the specific user and select Edit user.
3. Update the user's information. 
4. Click Save for your changes to take effect.

Managing groups

To add or remove group membership for an existing user, click the action menu icon for a particular user and select Manage groups.

For more information on creating or editing groups, see managing groups.

Expiring users

Users who need temporary access to NetX can be expired. Expiration dates are set via the user editor; once that date has passed, the user will be suspended. Expired users can be reinstated by reactivating the user.

Resetting passwords

To send a password reset link to a user, use the Reset password action from the user action menu. Note: Password reset links are only sent to local NetX accounts. This action does not appear in the action menu for SAML or LDAP accounts, and has no effect if applied to them via bulk selection.

Users can reset their own passwords via their user menu or by checking the Forgot password box on the login page.

Suspending / activating users

In lieu of deletion, user access can be suspended by using the Suspend user action. To reactivate them, use the Activate user action.

Deleting users

1. Navigate to the Users tab in the Systems area.
2. Click the action menu for the specific user and choose Delete user.
3. A confirmation dialog will appear; click Confirm to permanently delete. 

Sign in as users

The Sign in as this user feature lets administrators sign in as another user to perform actions and view settings as that user. To access it:

1. Navigate to the Users tab in the Systems area.
2. Click the action menu icon for the specific user and choose Sign in as this user.
3. A separate tab will open in your browser with a small banner in the header indicating the user you are signed in as.
4. To end the user session, you can: terminate the session with the x icon in the header, refresh the page, or close the tab.

Bulk selection actions

Actions can be performed on multiple users by selecting them in the table, then using the actions menu that appears in the table header. The following actions are available:

• Suspend users
• Activate users
• Reset passwords
• Add groups (add only, remove not supported for bulk users)
• Export selected users (export user data to CSV)
• Delete

Importing and exporting user data

User accounts can be created and updated in bulk via CSV import, and exported to CSV. To learn more, see Importing and Exporting User Data.

Director-level users