Account owners have the highest level of permission for their organisation. The user management area of account settings gives you an organisational view of people's roles and also allows you to edit and update them as needed.
User management allows you to:
Search and filter users by name or role
Add a new user
Edit a users details (name, ID and email address)
Enable or disable manager and author permissions
Suspend/reactivate a user's account
Get to iQualify Settings by under your avatar (profile icon) in the top right corner of iQualify.
Then select User Management. If you need a refresher on Account Settings, check out our Overview of Account Settings tour from your Help menu.
Searching and filtering
You can search for a person by their name or filter by role. For example, you can see all the authors or managers for your organisation.
You can sort your results A-Z or Z-A and set the number of results shown on each page. The results also show the total number of results returned.
Apart from the name and email address you can also see some additional information for each user account on this search results page.
SSO (Single Sign-on) - shows whether they login using a password or by an SSO authentication.
Account pending (they haven't created their password yet and logged in)
Once you have your returned results you can use the down arrow to expand the details for that particular user. Use the up arrow to contract back to a single row.
Adding new users
You can easily add a new user and manage their permissions. Adding users in this way creates a local login account. If your organisation is using Single Sign On (SSO) it is likely that your new user accounts shouldn't be created in this way.
To add a new local login account
Enter their first name, last name and email address. It's optional to include an ID.
Click the YES/NO toggle to decide what permissions they should have.
Updating users details
You can edit a person's details including updating their first and last name, ID and email address. If their email address is updated, they will be sent an email to this new address to let them know to use this next time they log in. They will still be able to use their existing password.
Users who are authenticated outside of iQualify via single sign on (SSO) will have their details locked and will not be editable. The details for these accounts are managed outside of iQualify. Each user has a label that shows whether their account is a local login account or an SSO account.
Managing users permissions
Use the toggle to give or revoke permissions. As an account owner, you can give people author or manager access. When someone is given a new role they will be sent an email and also receive an in-app notification to let them know. No emails or notifications are sent when people's permissions are removed.
Due to the global access of the account owner role, and to ensure your environment and data is kept secure we require the existing account owner to email firstname.lastname@example.org to authorise the adding of any new account owners.
Suspending and reactivating an account
Sometimes you might need to suspend a person's account. This might be someone who has left your organisation or just no longer needs access.
You can use the toggle to select YES or NO for Account Suspended?
If a user’s account is suspended they will no longer be able to log in, but their account is not deleted. If their account is changed to NO in the future, they will be able to log in again and will regain access to any activations that they previously had. Their permission will be reinstated as they were at the time they were suspended so may need reviewing.