To add the users to the cloud instance, please watch this video that explains it step by step, more detailed information below. Note, these options will only appear if you have been granted user management access roles.

User Creation
The Users area under the system tab is where the System Administrator can handle all aspects of User Management which includes creating, editing and deleting users…

Creating User
Mandatory Fields are marked with a text label in bold other fields are optional. Email is a mandatory field and is used for logging in to the system. 

Default Security Groups  
Assigns default access levels to user for new projects. Default security groups only apply to newly created projects after a user is created, existing projects with already defined access levels will not be affected.

OpenGround offers some default security groups for use and can be customised. More details around security groups can be found in Access Levels & Roles 

• View
• Edit
• Data Importer
• Project Manager

 

Other Fields
Active: Allows system administrator to deactivate or activate a user’s access
External: May be chosen if the user is from an external organisation. This is used for filtering and reporting purposes
Expiry Date: Set an expiry date for a user to limit their access after a certain period of time.

Welcome Email
When a user is created, the system administrator can opt to send an automated welcome email to the user, this email will provide access information to the user
 

Welcome Email Example


Managing Users
Once a user is created you will be able to review the information in the User Management grid, this can be accessed following the below



Create/Add User: Create users to the system
Edit User: User information on the system can be edited here
Manage Admins: Assign system administrators
System Access: Assign system level access groups to user
User Access: Assign Access levels to a user for each project
CSV Export: Exports CSV containing user information as defined in the system
Manage Columns: Allows user to control the visibility of user information fields
Welcome Emails: Sends welcome email containing access instructions for OpenGround users