Administrator Guide > Users Administration |
User Maintenance is performed within the Cloud's Users Administration screen. To navigate to the Users Administration screen, click Spotlight from the Top Navigation Bar. Upon clicking Spotlight, the Temenos hosted products menu appears. Click the Cloud tile.
Once the Cloud tile is selected, the icon within the Top Navigation Bar changes to the Cloud. Click the Focus icon located in the top right of the Top Navigation Bar.
Upon clicking the Focus icon, a menu opens from the top of the Cloud Landing Page. Within the menu, users are able to select Users Administration to add and maintain Cloud user records.
The Users Administration screen opens within the workspace.
The Users Administration screen displays all cloud user accounts in a table containing the following fields:
Field | Description |
User | This field indicates the name of the cloud user. |
Email Address | This field indicates the cloud user's email address. |
Institution | This field indicates the name of the financial institution the cloud user is associated with. |
Default Application | This field indicates the cloud user's default cloud application. |
Active | This field indicates if the cloud user's account is active. If the user is active, this field displays True. If the cloud user is inactive, this field displays as False. |
In addition to displaying current user accounts, administrators are able to add new users.
Each user account consists of basic user information and permission, which is collected in User Account Data screen. This screen consists of two sections:
The User Credentials section contains fields that allows administrators to identify user's basic information. Within this section, the following fields display:
Field Name | Description | ||
User Name |
Displays the email address of the user.
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Full Name | Displays the full name (first and last name) of the user. | ||
Cloud Admin |
The Cloud Admin checkbox is used to grant Cloud administrative rights to the new user. Cloud administrative rights enable a user to add, edit and delete user accounts as well as update user permissions. | ||
Instance Admin | The Instance Admin checkbox is used to grant the user administrative rights the assigned cload applications. |
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The user name and full name fields are required. |
The User Permissions section contains three areas that allows administrators to determine which applications a user is able to access and identify their permission level.
Section Name | Description | ||
Available |
Contains a list of the following applications:
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Assigned |
Contains a list of all cloud applications assigned to a user account. The assigned section is broken down into Admin and Users.
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Default | Indicates the cloud application that displays by default, when the user logs into the Cloud. |
To create a new user, click the Add New Record button located at the Users Administration screen. Once Add New is selected, the User Account Data screen opens.
By editing an existing user's account, administrators are able to perform actions such as: name changes, user deactivations, password resets, and permission modifications. To edit an existing user:
To deactivate an existing user:
To reactivate a user: