Editing a User

    Steps to edit and activate users, change password, and assign teams and roles

    See how to:

    To perform these actions, access the Users screen in Access Control Settings. You can access these settings through the icon in the upper right corner of any Sensedia product screen, or through the right sidebar menu of a home page.

    Access to Access Control Settings
    Highlight for the Users link on the Platform home screen
    • Users with inactive status cannot access Sensedia products.
    • You must have permission to edit users.

    Activate or deactivate user

    Use the deactivate option as an alternative to deleting a user.

    Enter the Users screen.

    Locate the user you want to activate or deactivate and click the > icon in the Actions column corresponding to the user.

    Image of the screen highlighting user selection

    In the screen that opens, click the menu icon Menu icon in the upper right corner of the screen and select the Activate user or Inactivate user option.

    Action menu on the user edit screen Action menu on the user edit screen

    Confirm the action by clicking Continue.

    Highlight for the Continue button on the confirmation screen

    Users can also be automatically deactivated by the system if they do not log in for 90 consecutive days.

    See all automatic deactivation rules for users.

    This video illustrates the process to deactivate and activate a user:


    Tags

    To edit a user's tags:

    Enter the Users screen.

    Locate the user you want to edit and click the > icon in the Actions column corresponding to the user.

    Image of the screen highlighting user selection

    In the screen that opens, click the menu icon Menu icon and select Edit user.

    Highlight for the edit option

    To add a tag, click the dropdown bar and select the desired tag or type text to create a new tag.

    Highlight for the dropdown bar in the tags field

    To remove a tag, click the X next to the tag you want to remove.

    Highlight for the remove tag button


    Teams and roles

    To assign teams and roles to a user:

    Enter the Users screen.

    Locate the user you want to edit and click the > icon in the Actions column corresponding to the user.

    Image of the screen highlighting user selection

    Select the Teams or Roles tab.

    Highlight for Teams and Roles

    To assign a team or role:

    • Click Assign team or Assign role.
    • Select one or more teams or roles from the list and click Add n teams or Add n roles, where n is the number of selected items.

    Highlight for Assign Team Highlight for Assign Role

    To remove a team or role, click the trash icon next to the item you want to remove.

    Highlight for Remove Team or Remove Role

    Note Teams and Roles correspond to the former Groups and Policies, respectively.


    Changing password

    To change the password:

    On any Sensedia product screen, click the user icon in the upper right corner and select My Account Settings.

    Highlight for My Account Settings

    Click Change Password.

    Highlight for Change Password

    Enter the current password and the new password in the corresponding fields.

    Click Change Password to confirm the change.

    The password must contain:

    • Uppercase and lowercase letters.

    • Numbers.

    • Special characters.

    • Minimum of 12 characters.

    NOTE

    Your new password must be different from the last four passwords used.

    If you prefer, follow the procedure in the video below:

    WARNING

    Access Control does not require password changes at defined intervals (such as every 45, 60, or 90 days). See the NIST Recommendation.

    Alternatively, you can also configure integration with an external Identity and Access Management (IAM) provider for login to Sensedia products.

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