Manage Xenial Portal Users

Xenial Portal User Management Users

The Users editor is used to manage the user accounts that access company records, including their assigned roles and sites.

To create a new user account, see Create a Xenial Portal User.

To manage existing user accounts:

  1. From the Users homepage, select the user(s) to manage.

  2. From the Actions dropdown, select the Xenial User Action.

Xenial User Actions

The following table describes the actions available from the Actions menu of the Users editor.

Action

Description

Edit User

  • The Edit User action is only available when a single user account is selected.

  • Edit general user information: Name, Email, and Preferred Language.

  • Add/remove Xenial Role assignments.

  • View assigned permissions.

  • Add/remove company site assignments.

Edit Assigned Roles

Add/remove Xenial Role assignments.

Edit Assigned Sites

Add/remove company site assignments.

Delete Users

Delete the selected user account(s).

Add a Role for Multiple Users

Xenial Portal User Management Users

To add a role for multiple Xenial Portal users:

  1. From the Users homepage, select the user(s).

  2. From the Actions dropdown, select Edit Assigned Roles.

  3. From the upper-right of the Edit Assigned Roles popup, select Add Role.

  4. From the Add Roles popup, select the role(s) to add.

  5. Select Add [#] Role(s).

  6. Select Save.

Edit Roles for Multiple Users

Xenial Portal User Management Users

To edit the assigned Roles for multiple Xenial Portal users:

  1. From the Users homepage, select the user(s).

  2. From the Actions dropdown, select Edit Assigned Roles.

  3. From the Edit Assigned Roles popup, select the roles to edit.

  4. From the Actions dropdown, select one of the following options:

    • Assign to All Selected Users - Assign the selected roles to the users.

    • Unassign from All Selected Users - Remove the role assignments from the users.

  5. Select Save.

View the Assigned Permissions for a Xenial Portal User

Xenial Portal User Management Users

To view the assigned permissions for a Xenial Portal user account:

  1. From the Users homepage, select the user to manage.

  2. From the Actions dropdown, select Edit User.

  3. From the pane on the left, select Roles.

  4. Beneath the Roles heading, select the Permissions Assigned link to open the Permissions popup.

    • The Permissions popup lists all the permissions assigned to the user account.

    • In the Permission column, drill down into the role permission categories to access the individual permissions.

    • The From Role column identifies the assigned role that is associated with the permission.

  5. Select Close to close the Permissions popup.

Add a Site for Multiple Xenial Portal Users

Xenial Portal User Management Users

To add a site for multiple Xenial Portal users:

  1. From the Users homepage, select the user(s).

  2. From the Actions dropdown, select Edit Assigned Sites.

  3. From the upper-right of the Edit Assigned Sites popup, select Add Site.

  4. From the Site Selector, select the site(s) to add.

  5. Select Select [#] Site(s).

  6. Select Save.

Edit Sites for Multiple Xenial Portal Users

Xenial Portal User Management Users

To edit the assigned Sites for multiple Xenial Portal users:

  1. From the Users homepage, select the user(s).

  2. From the Actions dropdown, select Edit Assigned Sites.

  3. From the Edit Assigned Sites popup, select the site(s) to edit.

  4. From the Actions dropdown, select one of the following options:

    • Assign to All Selected Users - Assign the selected site(s) to the user(s).

    • Unassign from All Selected Users - Remove the site assignment(s) from the user(s).

  5. Select Save.