CloudConnect-Admin: Creating & Editing Users

Updated March 14, 2025 16:27

On the left navigation pane, select "Admin" to open the admin menu and "Users" to load the "Users" page.
The "Users" page displays a list of existing users, with a "+ Create new user" button in the top right corner, and the search bar and "Show advanced filter" navigation tools.
To create a new user, click the blue "+ Create a new user" button in the top right corner of the page.
To edit an existing user, click the blue "Actions" button and select "Edit" from the actions menu.
Creating/Editing a user will show a modal with three tabs: "User Information", "Role Selection", and "Groups". The active tab name will be displayed in grey.
In the "User Information" tab, type the user's first name, last name, and email address in the corresponding fields.
- The provided email address will be the user's login credentials; users will need this email to receive an invitation and log into CloudConnect.
There are three checkboxes at the bottom of the "User Information" tab:
- - Set random password – CloudConnect will generate a secure password for the user account, which will be sent to them with their login credentials.
    - Unchecking this box will prompt the admin to type a password for the user.
  - Should change password on next login – The system requires users to change their password after they sign in to CloudConnect for the first time.
  - Active – Allows admin users to easily deactivate and reactivate user accounts while maintaining their permission settings and data in the CloudConnect system.
    - For security considerations, the admin user should consider temporarily deactivating users taking time away from the division/agency.
The "Role Selection" tab displays the list of CloudConnect roles and their descriptions. Select the role most appropriate for the user.
- Reminder: The "Role" and "Groups" selections dictate what information a user can view, edit, and manage within the CloudConnect site. These permissions are recommended to be assigned on a "minimum needed" basis.
The "Groups" tab displays the list of CloudConnect groups. Select the group(s) most appropriate for the user.
Scroll to the bottom of the modal and click the blue "Save" button in the bottom right corner. This action concludes the user creation process and sends the user their CloudConnect invitation email.

CloudConnect-Admin: Creating & Editing Users

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