Manage Users

As the organization administrator you can manage the users related to the accounts in your organization. You can create, retrieve, update, delete, and search users. To manage users, you must log in as the organization administrator. Even a user that you add to the default account cannot access the account management pages unless they are designated an organization administrator.

Access User Management

User management happens at the account level, so you must first access an account to add or update users within it.

Using our APIs?

List the users in your organization with GET /users or those  in a specific account with GET /accounts/{id}/users.

Retrieve specific users with GET /users/{emailOrId} or GET /accounts/{id}/users/{emailOrId:.+} 

To see the users associated with an account:

  1. Access the Security page

    Note: If you don't see Security, your assigned role does not have access to it. 

  2. Click the Accounts tab.

The users associated with an account appear in the Users section. Users

Add a User

As the organization-level user, you can add users to any accounts that you create. When you create or update a user, you can assign specific roles to them. You can assign the Organization Administrator role to any user in the default account, but not to users outside of the default account. See Manage Roles for more about roles and privileges.

Using our APIs?

Add an account with POST /accounts/{id}/users.

To create a user for an account:

  1. Access the Accounts Edit page.
  2. In the Users section click Add User.
  3. Complete the First Name, Last Name and Email fields.
  4. Complete the Password field with a password that meets the password policy you configured on the Settings tab.
  5. If you want the user to be an organization or account administrator, select Org Admin or Account Admin. If you do not select either administrator role, the user receives a default role. See Manage Roles for more information about what each role can access.
  6. Click Save.

After you create a user, they do not receive any notification. This is because many users do not need to access Cloud Elements 2.0 directly. If the new user needs to access Cloud Elements 2.0, either give them the password that you entered or encourage them to reset their password.

New users are automatically active, allowing them access to Cloud Elements 2.0. You can deactivate the user later if they no longer need access.

Deactivate and Reactivate a User

You can use Cloud Elements 2.0 to deactivate a user or activate an already deactivated user. After you deactivate a user, they still appear in Cloud Elements 2.0, but can no longer access the APIs. Deactivating a user also stops all active jobs associated with the user. Jobs include bulk jobs, element instance pollers, and formula instance cron triggers.

Using our APIs?

Activate or deactivate a user with PATCH /users/{id} or PATCH /accounts/{id}/users/{userId}.

Note: When you deactivate a user we maintain all of their element and formula instances. If you want to remove those instances, you must use the APIs.

To deactivate or activate a user:

  1. Access the Accounts Edit page.
  2. Clear or select the Active checkbox.
  3. Click Update.

Delete a User

Deleting users removes them from Cloud Elements entirely and deletes all formula and element instances associated with the user. You cannot recover deleted users. If you think that you might need to access the user later, consider deactivating the user instead.

Using our APIs?

Delete a user with DELETE /users/{id} or DELETE /accounts/{id}/users/{userId}.

To delete a user:

  1. Access the Accounts Edit page.
  2. Click the Accounts tab.
  3. Click Delete, and the confirm the deletion.