Manage users
Everything you need for managing your users within Veriam can be found in the Users section on the Customer Portal. Here you can manage all the users that are part of your organization.
Edit users
From a user detail page, you can edit the Basic Information from a user. You can only manage the attributes of a user that are specific to your organization. This means it is not possible to edit their name or email address.
Here you will also find the organizational unit that the user is part of.
Reset password
When a user has forgotten their password, they can reset their password themselves.
If as an administrator you want to reset the password of a user, this can be done from either the user overview, or from the user detail page. For both options, click on the tripple dot menu and select ‘Reset Password’.
The user will receive an email with a link where they can set a new password.
Note that as soon as you click the Reset Password button, the existing password will become invalid immediately.
If you reset the password of a user, but they did not have a password, users will still receive the email and can create a password for logging in with email address and password, which can be used next to the other login method they already have.
Add user to group / Organizational Unit
You can add a user to a group or organizational unit from the user overview. Click the tripple dot menu on the row of the user you want to assign, and select ‘Add to Group’ or ‘Add to Organization Unit’. Select the group / organization unit in the modal the pops up and confirm your choice.
Alternatively, you can add / edit the organizational unit from the user detail page, in the Basic Information tab (use the Edit option).
For the groups, go to the Groups tab on the user detail page. From here you can add the user to other groups, or remove the user from a group they are already part of.
These actions can also be performed from the Groups or Organization Unit detail pages (Users tabs).
Note that a user can only be part of 1 organizational unit, but can be part of multiple groups.
Enable / Disable
When a user should (temporarily) not have access to any permissions they have within your organization (either on the Veriam portal, or any application where they login on behalf of your organization using their Veriam account), you can disable their user.
This will ensure they can no longer login for your organization. It does not block them from logging in for any other organization they might be part of, or from accessing their personal profile.
Disabling a user (and enabling the user when they are disabled) can be done in 2 ways:
From the user overview, click the tripple dot menu on the row of the user and select ‘Disable User’ (or ‘Enable User’ if they are disabled).
From the user detail page, click the tripple dot menu and select ‘Disable User’ (or ‘Enable User’ if they are disabled).
If a user is disabled, they will be shown with status ‘Inactive’ in the user overview table.
Assign License
Assigning a license to a user can be done in different ways, both directly and indirectly. See Provide access to Employees for instructions on how to assign a license.
Delete user
When a user should no longer be part of your organization, it is possible to remove them. This deletes the user from your organization, so that the user can no longer login for your organization, but does not delete the entire user (as they might be part of multple organizations).
To delete a user from your organization:
Go to the User overview
In the overview, find the user you want to delete and click the tripple dot menu.
Select ‘Remove User’
Confirm the deletion
The user is now removed from your organization
Alternatively, this flow can also be started from the user detail view, clicking the tripple dot menu, and selecting ‘Delete User’.
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