Create Users, Assign Policies, and Add to Groups
You can create new users and add them to your group, and assign policies to them.
You must have Group Admin privileges to perform these tasks. The group admin and members have the same privileges if they have the same user policy, but the group admin can add other users to the group. If you have any questions, contact your Partner Success Manager (PSM).
||In the left navigation bar, select Groups and Users.|
||Select Search Existing Users.|
|| Enter the user email you want to add, and if a search result is found, assign a policy and role to that user.|
|| If no result is found, select Create User.|
||On the Create User page, add all the user details.|
||From the User Policy drop down, select the policy you want to assign to the user.|
||From the Group User Role drop down, select the role you want to assign to the user. For example, select Member to create a user or select Group Admin to create another group admin for the group.|
||To ensure that the user receives email notifications, select the Email Notify? check box.|
||Select Save. The newly created users receive an email notification asking them to reset their password. They can then sign in to the CCA Portal site.|
What to Do Next
You can easily edit existing users by doing one of the following:
In the User display list, select Edit User from the drop-down arrow next to the user you want to edit.
In the Edit User popup, edit the user details as required, including changing the user role or assigned group.
In the Groups and Users page in the users list, select a different policy or role from the User Policy and Role drop-downs.
Check or uncheck the Email Notify? check box.
Select Update Group Members.
To remove the user from your group, from the drop-down arrow next to the user you want to remove select Remove User from Group.