How To Create and Manage Users

As an Organization Administrator, you can grant and manage access permissions for individuals in your organization.

  1. 1

    Access User Management

    When logged in, access User Management by clicking your name in the top corner of the screen, then User Management.

    Note: The ability to access User Management is available only to Organization Administrators on entitled accounts.

  2. 2

    Select ‘Add new user’

    The User List displays all users associated with your account. From here, select Add new user to create a new user.

    Note: A user may only be associated with one organization, and must be created within that organization. Users with existing accounts cannot be migrated to your organization.

  3. 3

    Specify User Details

    Be sure to specify an individual user email address rather than using a group email account.

    Create a unique login ID for the individual whose account you are creating. This can be the user’s email address.

    Set the Language and Time Zone according to the individual’s preference and location. Time Zone information is important as this will determine the hours of entitled support as per Red Hat’s defined SLAs.

  4. 4

    Assign Permissions

    Assign the appropriate permissions for the user. Checking the Organization Administrator box under “Account Roles” will give the user all the permissions listed in the Customer Portal Access Permissions section, including the ability to create new users.

    Click Save to complete user creation. New users will receive an email prompting them to confirm their new login and create a password.

    Note: Once created, a user cannot be deleted, only deactivated, however you can update user information anytime.

  1. 1

    Select Invite New Users

    You can invite up to 50 users at once using this method. Click Invite New Users on the User List page, or visit the Invite Users page.

  2. 2

    Enter email addresses

    Enter up to 50 email addresses separated by commas or returns.

    Please note you will be granting the same level of permissions to each user you invite in the same batch.

  3. 3

    Assign permissions

    Select the level of permissions you would like to grant the users entered in Step 2.

  4. 4

    Add an optional message and select language

    Enter a custom message you would like included in the invitation.

    You can also select a language for the invitation, but note that your custom message will not be translated.

  5. 5

    Click Invite New Users

    On the next screen you will be able to confirm that your invitations have been sent successfully.

  1. 1

    Select Upload new users

    You can create multiple users at once using the CSV Upload method. Click Upload new users on the User List page.

  2. 2

    Download CSV Upload Template

    On the CSV Upload page, click Download Template and open the document on your desktop using the appropriate tool.

  3. 3

    Complete Template

    Following the details on the Instructions tab, fill out the Data tab of the spreadsheet using the examples as a guide. Review the Reference tab for help with specific fields.

    Export the document in CSV format using the options indicated on the Instructions tab.

  4. 4

    Upload CSV File

    From the CSV Upload page click Browse to select the .csv file and then click Upload & Preview.

  5. 5

    Preview and Create Users

    The CSV Upload Preview screen will display the output of the uploaded .csv file with a list of users to be created.

    If errors are indicated, the corresponding users will not be created. To correct errors, edit the CSV file and go back to the Upload page to upload the corrected file.

    Click Create Users to complete the user creation process.

  1. 1

    Select User to Modify

    From the User List, select the user you wish to modify and click Edit.

    You can use the Filter box to search users by details such as name, email address, etc.

    See Step 4 for information about editing multiple users.

  2. 2

    Edit User

    Choose from the tabs underneath the user name for the section you wish to edit. For example, to change the user’s Language or Timezone, select User Preferences.

    Make your desired changes and click Save to confirm.

  3. 3

    Change User Access Permissions

    From the Edit User screen, select the Access Permissions tab. Assign the appropriate permissions for the user. Checking the Organization Administrator box under “Account Roles” will give the user all the permissions listed in the Customer Portal Access Permissions section, including the ability to create new users.

    Make your desired changes and click Save to confirm.

  4. 4

    Change Access Permissions for Multiple Users

    Follow the actions from Step 1 to select two or more users you wish to modify. Click Edit.

    Make the desired access permission changes and click Apply to make the changes on all selected users.

  5. 5

    Deactivate a User

    From the User List, select the Active tab. Select the user you wish to deactivate from the list by selecting its corresponding check box and click Deactivate.

    Once a Customer Portal user has been created, it cannot be deleted. However, it can be deactivated, for example if a user has left the company.

  6. 6

    Reactivate a User

    From the User List, select the Inactive tab. Select the user you wish to reactivate from the list by selecting its corresponding check box and click Reactivate.