Attachments

doc/3.2.4/Working With Portal/Managing Accounts

1. Administration of user accounts

Portal Administration module provides access to the user administration under the NEXThink Portal Management section, menu Accounts.

1.1. Logging into Portal, Accounts Administration

Start the browser, connect to the IP address or name of the Portal and logging with administrator account (default username: admin).

  • portal_admin_login.jpg

1.2. Manage accounts

  • Select Administration module, NEXThink Portal Management, menu Account to open the user account administration

    • portal_accounts_management.jpg

  • Accounts Management window allow admin user to create or delete user accounts, and define user's roles..

  • To Add account, click the icon portal_add_icon.jpg on top-right of the Accounts Management window.

  • To Delete account(s), select first the accounts to delete (multiples choice allowed) and click the icon portal_delete_icon.jpg on the top-right of the Accounts Management window.

  • To Edit account, select first the account to edit and click the icon portal_edit_icon.jpg on the right of the Username.

    • portal_edit_account.png

  • Edit account shows the settings for a selected user:

    • Username of the account.

    • Full name is the name of the accounts, indicated in Portal window during the session.

    • Allow gallery access enables the access to the widget, dashboard and module library to add content in the user environment.

    • Roles defines modules provided to the user.

1.3. Create new user

  • Click Add account in Accounts Management window to create a new user.

  • Set the Account information for the new user and click Ok to save the changes or Cancel to stop the creation

  • Send the account information to the new user. The user will be allowed to change the password after the first login, in the menu Preferences.

    • portal_user_preferences.jpg