Managing Users

The user management screen default view is your user's profile. Here you can change your profile's first and last name, as well as access (with the proper permissions).

Viewing Users

Viewing users requires the following permissions:

• Users: Role - Read
• Users: Groups - Read

To view users:

1. From the left side drawer, click Users. The Users table appears, displaying each user account and primary details associated with them from the system.
2. In the Search bar at the top of the list, enter any relevant characters to filter the list of users by name or role. It is possible to search filtered results.
3. From the Filter dropdown menu, select one or multiple filters.
   1. Group: filter by the title of any groups selected.
   2. Role: filter by the title of any roles selected.
   3. Access: filter by the access level of a role or group. It is not necessary to select a role or group to filter by access level.
   4. At the top of the table, click the X icon next to a selected filter to remove it.
4. From the Columns dropdown menu, select or deselect any columns to display. Columns include: Full Name, Email, Role, Group, Access, Last Login.
5. At the bottom of the list, use pagination to navigate through many users.

Editing a User's Account

Editing a user's account, including that user's roles and groups, requires the following permissions:

• Users - Write

To edit a user's account:

1. From the left side drawer, click the Users icon.
2. From the users table, locate the user to edit and click that user.
3. At the right side of the user's details, click View, or the Three dot menu.
4. To edit a user, click Edit.
5. In the details panel, update the user information as needed:
   1. In the First Name field, enter a new first name for the user, if necessary.
   2. In the Last Name field, enter a new last name for the user, if necessary.
   3. From the Access dropdown, change a user's access level. Options include Enabled and Disabled. A disabled user will not have access to your instance of Cogynt. See Disabling User Accounts for more details.
   4. From the Role menu, select a role for the user. A user can only hold one role.
   5. From the Groups menu, assign or remove the user from any desired groups. A user can belong to multiple groups.
6. When finished, click Update.

Disabling User Accounts

Removing an account's access requires the following permissions:

• Users - Write

A user's access can be disabled to prevent them from logging into the system.

1. From the left side drawer, click the Users icon.
2. From the users table, locate the user to edit and click that user.
3. At the right side of the user's details, click View, or the Three dot menu.
   1. From the Three dot menu, click Toggle Access to disable or enable access.
   2. From the user's details, click the dropdown next to Edit.
   3. Select Disable Access to disable that user's access.