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Info

Users are configured in Setup / Users & Accounts / Users / Users

Guides in this article:

Overview

User's Users setup here can log into the LogiSense billing system and access AdminPortal screens/features of the system based on the role they are configured with. It is also possible to setup API Only users.

From this screen you can also view each user's login history and specify which IP addresses the user can login fromrestrictions for a user if desired.

Prerequisites

  • Roles must Roles must be setup before users can be added

  • SMTP settings must Settings must be setup in order to send a welcome email the user's passwords on user creationwhen new users are created; allowing the user to configure their password

Users Panel

The Users panel on the left of this screen allows you to select existing users to view and edit on the Edit User panel to the right. The status of the user will also be displayed here (Active, Suspended or Disabled). Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon

Description

Image Modified

Adds a new user

Edit User Panel

The information in this panel reflects the currently selected user. From here you can change user details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified)note: fields with a magenta left border are required).

Info

In single-sign on environments users pushed from identity providers will be listed here. Most settings for these SSO users will be read-only in LogiSense Billing. User management for these users will occur in the identity provider portal and changes to the user will be pushed to LogiSense Billing.

If a user is pushed from an identity provider without a group set on that user then the user will be assigned the ‘Read Only Core’ role in LogiSense Billing until a group is assigned in the identity provider portal.

User Fields:

  • User Name: the name that describes the user will login with

  • Display Name: a user friendly name which can be displayed on reports

  • First Name: the first name of the user

  • Last Name: the surname of the user

  • Email: the user's email address (on . On user creation an email will be sent to this address allowing the user to setup their password. Reset password emails will also be sent to this address)account

  • API Only User Status: the status of the user which determines if they can access the systemif set the user will only be able to login and execute APIs, access to the UI (AdminPortal) will be disabled

  • Role: the role of the user which determines their system permissions

  • Time Zone: the time zone the user resides in

  • Locale: determines how dates will be presented to the user. For instance, some regions may present the date as MM-DD-YYYY and others DD-MM-YYYY

  • User Status: the status of the user which determines if they can access the system. If you need to temporarily disable system access use the ‘Suspended’ option (e.g. if an employee is on leave). If you want to remove system access for a user that will not use the system again (e.g. a former employee who no longer works for the company) set the user to Disabled

  • Send Reset Password Email: sends the selected user an email that will allow them to reset their password. The email template used when sending the reset password email can be customized, see the email templates screen help for more information

Login History tab

This tab will display login attempts for the user and whether or not they were successful. The date of the login attempt and the IP address the login attempt originated from are also displayed here.

IP Addresses tab

This tab lists any IP restrictions which have been setup on the userIf IP addresses are added to this tab the user will only be able to log in from those addresses. If no IP addresses have been added configured then the user will be able to log in from any IP address. IP addresses can be restricted to a particular range of IPs using an asterisk, e.g. 207.107.139.*

...

Adding Users

  1. Under the Users heading on the left click the (blue star) icon

  2. Under the Add User heading on the right specify the user details

  3. To add IP restrictions for the user click on the IP Addresses tab and then click on the (blue star) button to the right of the tab. Enter the IP addresses or IP ranges that the user should be restricted to (e.g. 207.107.139.*)

  4. Click Save

...

Editing Users

  1. Under the Users heading on the left click the user you wish to edit

  2. Under the Edit User heading on the right modify the user details

  3. To edit IP restrictions for the user click on the IP Addresses tab and then add (blue star) edit (blue star) or delete (blue star) the whitelisted IP addresses as needed

  4. Click Save when finished making changes