GENERAL Tab

Only an Administrator can access and manage users on this page. This sections provides information on the tasks that can be performed on the ZPE Cloud users.

Export List of Users

The user listing can be exported.

1. Go to USERS :: GENERAL.

2. Use Search to filter the listing.

3. On the upper right, click the Cloud icon and click Export user list to CSV.
   

   

4. The file is saved in the local default Download folder.

Add a User

1. Go to USERS :: GENERAL.

2. Click +ADD (displays dialog). 
   

   

3. Enter the email address.

4. From the Groups drop-down, select one.

5. Click SAVE.

The new user is sent an email with instructions.

Edit a User

1. Go to USERS :: GENERAL.

2. In the table, locate the user and select the checkbox.

3. Click EDIT (displays dialog). 
   

   

4. Make changes, as needed.

   NOTE:

   When you select a GUEST user to edit their details, you will see a message stating, "You cannot edit personal information of a GUEST." This means you can only edit the group type. Other user details, such as email address, name, and phone number, cannot be modified.

5. Click SAVE.

Delete a User

1. Go to USERS :: GENERAL.

2. In the table, locate the user and select the checkbox.

3. Click DELETE (displays dialog). 

   

4. Select one:

   • Keep user data on logs radio button

   • Completely delete user data radio button

   • Mask user logs radio button

5. Click DELETE.

Lock a User

This disables the user account.

1. Go to USERS :: GENERAL.

2. In the table, locate the user and select the checkbox.

3. Click LOCK.

If the account needs to be reactivated, it's only necessary to select it and click the UNLOCK button.

Unlock a User

This reactivates the Locked user account.

1. Go to USERS :: GENERAL.

2. In the table, locate the locked user and select the checkbox.

3. Click UNLOCK.

Convert Remote Users to Local Users

1. Go to USERS :: GENERAL.

2. On the listing, select the checkbox of Remote user.

3. Click MAKE USER LOCAL.

The user is sent an email that includes a link to create a new ZPE Cloud password.

Reset MFA Token

This function is only available to Company Admin. See MFA Configuration.