Users
NOTE Relevant only for administrator users.
As an administrator user of a customer, you can add new users for the customer, modify existing users, or remove users as required.
Most users are defined as standard users who have limited access to the Sentinel EMS customer portal. You can also create an administrator user who can perform all the administrative functions in the Sentinel EMS customer portal.
The Users Page
In the navigation pane, click Users to open the Users page.
Viewing User Details
The following information is available on the Users page:
| Attribute | Description |
|---|---|
| Status | Whether the user is enabled or disabled. For details, see User Status. |
| User ID | Unique identifier of the user. |
|
Email address of the user. |
|
| Name | Name of the user. |
| User Type | Whether this is a standard user or an administrator user. For details, see User Type. |
| Creation Date | Date when the user was created. The default time zone is UTC. |
Actions for a User
The Actions column provides additional operations that you can perform for a record in the grid on this page. Some or all of the following options may be available.
| Action | Description | |
|---|---|---|
|
Edit |
Updates information for an existing user. Note: >It is mandatory to update the password whenever you update the user email address to enable the user to log on to the customer portal. >When you update the user email address, it is recommended to delete the existing user and create a new one with the required email address to avoid any errors. Before deleting the user, you must disassociate it from all entitlements and activations. >You cannot update the User ID for a user. |
|
Disable | Prevents the user from logging on to the Sentinel EMS customer portal. |
|
Enable | Re-enables a user that is marked as disabled, enabling the user to access the Sentinel EMS customer portal. |
|
Delete |
Deletes a user. You can delete a user for whom no entitlements |
User Status
The status for a user can be:
>Enabled: The user can log on to the Sentinel EMS customer portal.
>Disabled: The user is blocked from logging on to the Sentinel EMS customer portal.
Creating a User
You create a user from the Users page.
To create a user:
1.From the navigation pane, select Users to view the Users page.
2.Click the Add User button.
3.Fill in the user attributes.
4.Click Save.
User Attributes
The following table explains the attributes that are used to create a user. After a user is created, these attributes may be displayed in the User Attributes tab when you expand a record in the grid for a user.
| Attribute | Description | Required/Optional | Valid Values |
|---|---|---|---|
| User ID | Unique identifier of the user. | Required |
>Alphanumeric >Special characters supported: _ (underscore) >3 to 100 characters |
|
Email address of the user. The email address is used to: >Receive email notifications >Log on to the Sentinel EMS customer portal if the Password is defined |
Required |
>Unique across all vendor users, users, and channel partner users existing in Sentinel EMS. >A valid email address >Up to 100 characters >Cannot contain: spaces and \ () [] : ; “ <> >Cannot start with a '.' >Cannot contain double .. >Cannot contain double @@ |
|
| Password |
Password the user uses to log on to the Sentinel EMS customer portal. |
Optional |
> 8 to 30 characters >At least one lowercase character (a-z) >At least one uppercase character (A-Z) >At least one number (0-9) OR special character (! @ # $ % ^ & * ( ) _ - + = , .) >The ':' character is not supported. |
| Name | Name of the user. | Optional |
>Alphanumeric >1 to 100 characters >Cannot contain: ( ) |
|
Type of user: >Standard: A standard user can work only with the entitlements to which they have access. >Administrator: An administrator user can access all the entitlements, downloads, and activations of the associated customer, as well as manage machine accounts and users using the Sentinel EMS customer portal. |
Required |
Standard OR Administrator |
|
|
Additional Attributes |
|||
| Phone Number | Telephone number of the user. | Optional |
0 to 100 characters |
| Language |
Display language for the user. Select a language from the available languages to specify a language other than English. Automatically generated emails (for example, entitlement certificate, license certificate) are sent to the user in this language. |
Required | The options displayed depend on the language packs installed for Sentinel EMS. |
| Company Website | URL of the company website. | Optional | A valid URL |
|
Billing and Shipping Address Attributes Billing Address |
|||
| Street/PO Box | Street address or the post office box details of the user for billing statements (for example credit card statements). | Optional | 0 to 100 characters |
| City | City of the user. | Optional | 0 to 30 characters |
| State/Province | State, province, county, territory, or other any other regional information required for this address. | Optional | 0 to 30 characters |
| Country | Country of the user. | Optional | 0 to 30 characters |
| ZIP Code / Postal Code | ZIP or postal code of the user. | Optional | 0 to 20 characters |
| Use as Shipping Address |
>Select Yes to use the same address for both billing and order shipment. > Select No to expand the pane and specify a different Shipping Address for receiving orders. |
Required |
Yes OR No |
Registered Machines
Client devices may be registered automatically when an end user opens a protected application. Administrator users can view and manage the list of registered machines for each end user in the Registered Machines tab, which is displayed in the grid when you expand a record for a user to which a machine is registered.
