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Users

Anyone who needs to access Qalyptus Cloud, whether to browse, publish, modify content, or administer the site, must be added as a user.

Only tenant administrators or users with the Administrator role can create, edit, and delete users.

Invite users​

To allow a user to connect to Qalyptus, you need to send them an invitation from Qalyptuis Cloud.

  1. Log in to Qalyptus Cloud as an administrator
  2. Go to Administration > User Management > Users
  3. Click Add users, then Invite users
  4. Enter the email address of the users to invite separated by a comma
  5. Choose the users role
  • Tenant Administrator role gives full access to the user in the tenant
  • Role in organization gives the user the selected role in the selected organization
  1. Click Invite

The user will receive an email with a message informing him that you have invited him to join your Qalyptus tenant. A registration link is added in the message.

If the user already has a Qalyptus account, he will join your tenant after his authentication, otherwise, he must sign up for a Qalyptus account before joining your tenant.

note

A license will be assigned to the user based on their role. Learn more about roles and licenses.

Add a recipient​

A recipient is a user who can only receive reports by email. A recipient has no role and cannot connect to Qalyptus.

  1. Log in to Qalyptus Cloud as an administrator
  2. Go to Administration > User Management > Users
  3. Click Add users, then Create recipient
  4. Complete the following fields:
  • First name: The recipient's first name
  • Last name: The recipient's last name
  • Email: The recipient's email
  • Organizations: Choose the organizations you want to add the user to. The default organization is Qalyptus
  1. Click Save

Import recipients from Excel​

To automate adding users to Qalyptus, you can create an Excel file that contains the user's information and then import the file.

To import Users from Excel:

  1. Log in to Qalyptus Cloud as an administrator
  2. Go to Administration > User Management > Users
  3. Click Add users, then Import recipients
  4. We recommend downloading the template file to create your import file easily
  5. Click Choose File and navigate to your file
  6. Select the Excel File
  7. Click Import recipients
note

If the recipient already exists in the organization, the following information will be updated: First name, Last name, and Groups.

info

You must use an Excel file that respects the order of the expected columns. Only the first sheet will be used. Please download and use the template and follow the instructions available in each column.

tip

The import will add the recipients to one organization. To import recipients into multiple organizations, repeat the import process for each organization.

Disable / Enable a user​

You can deactivate a user to prevent them from logging into Qalyptus Cloud and not receiving reports by email.

To disable or enable a user, do the following:

  1. Go to Administration > User Management > Users
  2. Click the three dots action button
  3. Select Disable or Enable

Delete a user​

To delete a user, do the following:

  1. Go to Administration > User Management > Users
  2. Click the three dots action button
  3. Select Delete
  4. Click again Delete to confirm

To remove multiple users simultaneously, check the checkbox of the users you want to remove, then click the Remove button next to the Add Users button.

caution

You cannot delete a user in the following cases:

  • Delete your profile
  • Delete the tenant owner
  • Delete a user that owns the content (reports, tasks, etc.). You need to transfer its content before deleting him (see the section Transfer user content)

Change roles and organizations​

You can change roles and organizations for users and change organizations for recipients.

To change the user's roles and organizations, do the following:

  1. Go to Administration > User Management > Users
  2. Click the three dots action button
  3. Select Edit roles and organizations or Edit organizations
  4. Update the roles and the organizations
  5. Click Save
info

Changing the user roles may affect the user license. Learn more about roles and licenses.

Add a user to a group​

To easily manage users, you can add them to groups. Groups can be used to assign permissions for content or added as recipients in a task.

You can add a user to a group in three ways:

A. Edit user's groups in their profile:

  1. Go to Administration > User Management > Users
  2. Click the three dots action button
  3. Select Edit groups
  4. Update the user groups
  5. Click Save

B. Edit the group memmebrs: We recommend editing the group members if you want to add many users to a group. Learn more about groups.

C. Use an Excel file: This option is only available for updating recipient groups. You can specify user groups when importing a recipient using an Excel file. See above the section Import recipients from Excel.

Transfer user content and permissions​

You can transfer the content of a user to another user. The new user will own the current user content and permissions in other content (projects, reports, filters, conditions, and tasks).

The current user will lose all their content, permissions, or both.

To transfer the user content or permissions:

  1. Go to Administration > User Management > Users
  2. Click the three dots action button
  3. Select Transfer content
  4. Choose if you want to transfer the user content, permissions, or both
  5. Select the new user from the dropdown list
  6. Click Transfer
note

Permissions mean all user permissions in content that they do not own.

caution

The new user must be a member of all user organizations to transfer the content. A partial content transfer is not possible.

tip

Forward User Content to another User before deleting it.