Managing Users

User Management allows system administrators to maintain users by adding / removing them. Users can also be added as a System Administrator and every user added here can also log into the Apty Assist Studio.

This article covers instructions on how to:

To Add a New User:

1.   Log in to Admin Console and at the bottom of the left side panel click on the Settings Icon as shown on the screen below. The System Settings page opens.

2.   In the System Settings menu select the Users tab. The Users page opens.

3.   At the top of the page click Add User as shown on the screen below.

4.  The Add New User window opens. Fill out the fields as described below:

  • User Active: Check the box to define whether this user account and its credentials should be active for login and other procedures.
  • NAME: Define the name of a user in the system.
  • USERID: Define the email for this user. Once the procedure of adding this user to the system is completed, an email with instructions on how to reset password is going to be sent to the email of this user.
  • SSO authentication only: Check SSO authentication only if you wish to login with SSO.
  • NOTE: Make sure to add SSO details in Admin to make this option available. If this option is not displayed, go to Admin Console > Settings > SSO Config and uncheck the Disable box.

  • USER ROLE: Select User role from the drop down list. The available options are: 
System AdministratorComplete control over the system.
Application AdministratorComplete control over applications.
PublisherIn charge of publishing Workflows and Frames.
Content CreatorCreate and Modify content in the toolset.
Dashboard ViewerView dashboard and application analytics.
CustomizerIn charge of application customization (Assist Client theme, Keyboard shortcuts, Language, Timezone, etc.).
Analytics ManagerView dashboard and application analytics, manage SFTP configurations.
SchedulerAbility to schedule Apty's internal jobs.
TranslatorTranslate and manage content for every tool of the Apty toolset.

NOTE: User roles within Apty application can be managed at Admin Console > Settings > User Roles.

  • APPLICATION ACCESS: Define the scope of access for this user. The available options are: All Applications, Custom, and None. If Custom is selected, all available applications are dynamically displayed in the field below. Select those which should be assigned for this user with respect to his role and responsibilities.

5.  Click Add to save information of this user in the system. 

To Change User Details:

1.   In the System Settings > Users tab select a user whose details should be changed.

2.   In the respective row click the  button (three vertical dots) to access the context menu.

3.   Select Edit from the list of options. The Edit User screen opens. 

4.   Make the required changes and click Save.

To Reset User Password:

1.   In the System Settings > Users tab select a user whose password should be reset.

2.   In the respective row click the  button (three vertical dots) to access the context menu.

3.   Select one of the following options:

  • Reset Password via Emil: an email with password reset instructions is going to be sent to the email, defined in the User Profile. 
  • Get Password Reset Link: once confirmed, the system generates a sharable link that can be used to define new password for this user. This method requires no access to user email and by following this link the password can be changes both by the end user or by the Admin user.

4.   Proceed with the system hints depending on the option selected.

To Delete a User:

1.   In the System Settings > Users tab select a user who should be deleted from the system.

2.   In the respective row click the  button (three vertical dots) to access the context menu.

3.   Select Delete from the list of options. 

4.   Confirm your action.

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