Manage users

Learn how to manage users of your Snow Atlas system.

Find users

1. On the Snow Atlas settings menu, under User management select Users.

   A list with all users in your system and their current groups and roles appears.

2. Search for users by filtering or sorting:

   • Select criteria to sort alphabetically, that is, User name, Email address, Groups, Roles, or Status, or Last activity to sort into latest or oldest activity.

   • Start to enter filter criteria, that is, user name, email address, group, role, or status, in one of the filter boxes.

     The filtered results appear as you enter criteria.

Invite users by entering details manually

When you invite users, you must assign at least one role to them in the invitation: you can assign users to a group that has assigned roles in Assign groups, or assign a role in Assign roles.

1. On the Users page, do one of the following:

   • Select Invite.

   • From Invite, select Quick invite.

2. In Invite users, enter the users' email addresses in Email addresses. Separate the email addresses with spaces, commas, semicolons, tabs, or line breaks.

   note

   You can invite a maximum of 70 users at the same time.

3. Optional: In Assign groups, select the groups that you want to assign to the users.

   If the group that you want to assign is not in the Assign groups list, you must create it and then invite users. To create a group, select Create group. For more information, see Create groups.

4. Optional: In Assign roles, select the roles that you want to assign to the users.

   If the role that you want to assign is not in the Assign roles list, you must create it and then invite users. To create a role, select Create custom role. For more information, see Create custom roles.

5. Do one of the following:

   • If you want to send the invite to all added users with the assigned groups and roles, select Send invitations.

     A message confirming the number of invited users appears.

   • If you want to assign different groups and roles to different users, or assign groups and roles that are already assigned to existing users to new or existing users, continue with the next step to manage the groups and roles before sending the invite.

6. To manage the groups and roles before sending the invite:

   1. Select Advanced invite.

   2. In Advanced invite, select the users that you want to manage the groups and roles for.

   3. From the Actions menu, select Manage users.

   4. Optional: In Manage groups, select the checkboxes for the groups that you want to assign to the users, and clear the checkboxes for the groups that you want to remove.

      The checkboxes selected with a checkmark show the groups assigned to all selected users.

      The checkboxes selected with a blue square show the groups assigned to one or more, but not all, of the selected users.

      note

      The roles assigned to the groups that are selected in Manage groups are not selected in Manage roles.

   5. Optional: In Manage roles, select the checkboxes for the roles that you want to assign to the users, and clear the checkboxes for the roles that you want to remove.

      The checkboxes selected with a checkmark show the roles assigned to all selected users.

      The checkboxes selected with a blue square show the roles assigned to one or more, but not all, of the selected users.

   6. Select Confirm.

   7. Optional: To remove users from the invitation list:

      1. Select the users that you want to remove.

      2. From the Actions menu, select Remove users.

      3. In Remove users from invite list, select Remove.

7. Select Next.

   A summary of the users and their assigned groups and roles appears.

8. Select Send invitations.

   Email messages are sent to the users with instructions for activating their accounts.

Invite users from CSV file

When you invite users, you must assign at least one role to them in the invitation: you can assign users to a group that has assigned roles in Assign groups, or assign a role in Assign roles.

1. On the Users page, from Invite, select Advanced invite.

2. In Advanced invite, select Select users by importing email addresses from a CSV file.

3. Select Browse Files and browse to select the CSV file that you want to import.

   note

   You can invite a maximum of 70 users at the same time.

4. Do one of the following:

   • If the first row in the CSV file is a header, select First row is a header , and then from Column to import, select the column to import.

   • If the CSV file does not contain a header row, clear First row is a header , and then from Column to import, select the column to import.

5. Select Next.

6. Select the users that you want to assign groups and roles to.

7. From the Actions menu, select Manage users.

8. Optional: In Manage groups, select the checkboxes for the groups that you want to assign to the users, and clear the checkboxes for the groups that you want to remove.

   The checkboxes selected with a checkmark show the groups assigned to all selected users.

   The checkboxes selected with a blue square show the groups assigned to one or more, but not all, of the selected users.

   note

   The roles assigned to the groups that are selected in Manage groups are not selected in Manage roles.

9. Optional: In Manage roles, select the checkboxes for the roles that you want to assign to the users, and clear the checkboxes for the roles that you want to remove.

   The checkboxes selected with a checkmark show the roles assigned to all selected users.

   The checkboxes selected with a blue square show the roles assigned to one or more, but not all, of the selected users.

10. Optional: To remove users from the invitation list:

    1. Select the users that you want to remove.

    2. From the Actions menu, select Remove users.

    3. In Remove users from invite list, select Remove.

11. Select Next.

    A summary of the users and their assigned groups and roles appears.

12. Select Send invitations.

    Email messages are sent to the users with instructions for activating their accounts.

Manage groups and roles

1. On the Users page, select the users that you want to manage groups and roles for.

2. From the Actions menu, select Manage users.

3. Optional: In Manage groups, select the checkboxes for the groups that you want to assign to the users and clear the checkboxes for the groups that you want to remove.

   The checkboxes selected with a checkmark show the groups assigned to all selected users.

   The checkboxes selected with a blue square show the groups assigned to one or more, but not all, of the selected users.

   note

   The roles assigned to the groups that are selected in Manage groups are not selected in Manage roles.

4. Optional: In Manage roles, select the checkboxes for the roles that you want to assign to the users and clear the checkboxes for the roles that you want to remove.

   The checkboxes selected with a checkmark show the roles assigned to all selected users.

   The checkboxes selected with a blue square show the roles assigned to one or more, but not all, of the selected users.

5. Select Confirm.

   note

   The message that appears confirms the number of role and group changes made in total. For example:

   • If you add two roles to two users, the confirmation message states that four roles have been added.

   • If you remove the same role from three users, the confirmation message states that three roles have been removed.

Re-invite users

1. On the Users page, select the users that you want to re-invite.

2. On the Actions menu, select Re-invite users.

   Email messages are sent to the users with instructions for activating their accounts.

Enable or disable users

When a user logs in for the first time, their account is automatically enabled.

1. On the Users page, select the users that you want to enable or disable.

2. On the Actions menu, do one of the following:

   • Select Enable, and then in Enable selected users, select Enable.

   • Select Disable, and then in Disable selected users, select Disable.

Delete users

1. On the Users page, select the users that you want to delete.

2. On the Actions menu, select Delete users.

3. In Delete users, select Delete.