User Management

Creating a User

1. Open the Users Dashboard

   • From the left navigation, select the Users & Authentication button.

   

2. Click “+ Create User”

   • A pop-up will appear and ask for information about the User.
   • Enter a User Name, Display Name, Description, Password, Global Permission, and add to a Project if so desired.

   

3. Verify and Create

   • If there are errors in the form, resolve before creating the account.
   • Confirm the details and click Create.
   • The new user will appear in the Users list.

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Deleting a User

1. Locate the User
   • In the Users list, find the user you want to remove.
2. Click the “trash can” Icon
   • Under Actions, click the trash can to delete the user.
3. Confirm Deletion
   • A confirmation dialog appears.
   • Once confirmed, the user’s account is permanently removed, and all access is revoked.

Tip: Keep a local admin user for emergency access in case external authentication providers are temporarily unavailable.

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Modifying User Details

Occasionally, you may need to update a user’s display name, reset their password, or change their global permission level. The Edit User dialog allows you to adjust these settings and enforce security best practices:

1. Open the Edit Dialog

   • Go to Users & Authentication Dashboard and ensure you are viewing the Users tab.
   • Locate the user you want to modify, then click the Edit (pencil) icon in the Actions section.
   • You will see the Edit User pop-up once the modify button is clicked:

   

2. Update User Fields

   • User Name: You can typically view (but can not change) the user’s login name as this is a unique identifier.
   • Display Name: Change how the user’s name appears within the platform (e.g., Blue → Aqua).
   • Description: Optional field to provide more context about the user’s role or department.

3. Password Reset

   • Ask user to change password on next login: If selected, the user will be prompted for a new password after their next sign-in.
   • Generate a random password: Creates a new password automatically, which you can communicate securely to the user.
   • Manual Password Entry: You may also directly set a new password by filling in Password and Confirm Password fields.

4. Global Permission

   • Administrator: Grants full control over the entire installation and resources in all clusters.
   • User-Base: Provides standard login access without administrative privileges.
   • Adjust this setting if the user’s responsibilities change (e.g., promotion to an admin role).

5. Save Changes

   • Click Update to apply the modifications.
   • The user’s record will reflect the updated display name, password requirements, and any permission changes.

Tip: For improved security, require frequent password changes and ensure only essential users have Administrator rights.

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Adding a User to a Project

If you want a user to have access to a specific Project’s resources (e.g., Workspaces, Volumes), you must grant them membership via the Users interface:

1. Open the User’s Details

   • Go to Users & Authentication → Users.

   

   • Click on the Username of the individual you wish to add to a Project (e.g., “Blue”). A User Details page will appear.

   

2. Click “+ Add to project”

   • On the user’s detail page, locate the + Add to project button in the upper-right area of the Project membership list. The Add to Project dialog will appear.

   

3. Select a Project

   • In the Add to project dialog, choose a project from the dropdown list.
   • Confirm the Project Permission level (e.g., Member).

4. Confirm

   • Click Confirm to assign the user to that Project.
   • The user now appears in the Project’s membership list and can access and manage resources within that Project: