Adding (managing) end users

To add a new end user to a "customer" account, navigate to the customer and select it in the "customers" section of the left-hand navigation.

• Create a "customer" or select an existing one.

• Navigate to the "end users" tab under the customer section.

Adding end users (to the customer and to the EUP)

• Click the "add" button on the top right of the page.

• Add an end-user to a customer and add their details: First name, last name, and email.

• Then select the End User Portal role from the dropdown options: User or Admin.

Permissions

User:

• Entitlements

  • narrowed to entitlements that this end user is assigned to

  • can not delete activation for anyone, not even himself

  • activations made via activations code are not linked to a user and thus not presented in the activations table

  • sees or not activation codes and activation graph based on setting on Z2 End Users > End User Portal page

• Offline activation and deactivations

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Admin:

• Entitlements

  • sees all entitlements that this Customer is assigned to

  • can Delete activation for anyone

  • sees or not activation codes and activation graph based on setting on Z2 End Users > End User Portal page

• Offline activation and deactivations

• Finally, set the "Authentication type" to either "password" (for Zentitle2 internal Account Based Licensing option) or "Open ID Token" (for the Open ID Connect option with your chosen iDP).

  • See these docs for more on ABL

• Click save on the add end-user page.

• Zentitle2 will immediately send an invitation email to the user at the provided email address (make sure it is spelled correctly), which will also be used as the username for authentication and access to the EUP.

• The end user will click on the embedded button "Set your password," and that will take them to the EUP login page to complete their access.

• The end user then sets a secure password and clicks set password.

• Once they have set their password they can log in to the EUP at your domain.

• Once logged in, they can use the EUP and, depending on their permissions, see a different view of their entitlements.

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Once the end user is added, you can add them to an entitlement

• Once added, you can allocate an entitlement to your end user.

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Editing a user

• As before, navigate to the end users tab for a customer.

• Find the end user to edit from the list and click that line item.

• Edit the details as required.

• Click save.

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Deleting a user

• As before, navigate to the end users tab for a customer.

• Find the end user to edit from the list and click that line item.

• Click the ellipsis on the right of the the details.

• Click "delete end user."

An additional layer of "security" has been added to ensure the user understands the consequences and has to take various actions before deleting the object.

• Click the radio buttons confirming this action and enter the confirmation text.

• Then click delete again to remove the end user.

Any form of deletion CAN NOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.