At Arcules, we understand the importance of seamless user and group management within your organization. Our intuitive People page is designed to empower you to add, remove, or edit users and groups effortlessly. Remember, the roles you assign are crucial as they define each user's access level within your organization.
Roles and Permissions
Think of roles as customizable access packages. You can mix and match these to suit each user's needs, whether they're an IT Manager or a Security Operator. For a deeper dive into roles, our detailed Roles Article is just a click away.
Users
Adding a User
Click the blue '+' to start.
In the 'Add a User' Modal, remember, Last Names and Emails are optional to start, but you'll need an Email to send the invite for registration completion.
Add users in bulk and later assign roles and site access before sending invites.
Following are the two scenarios:
No Email entered
Add 'First Name'
Add 'Last Name'
Click on 'Save'
Arcules Portal Access Modal is displayed
In this scenario, the email field will be empty. Once you have assigned Roles and Site access, you will require to add the email before clicking on 'Send Invite.'
2. Email Entered
In this scenario, the email field will be populated. Make sure that you have assigned Roles and Site Access, before clicking on 'Send Invite.' Otherwise, they will not have access to pages on the portal once the user completes registration.
Assign Role:
To add a Role - click on '+ Roles'
Assign roles from the dropdown options
Click on Save
You have the ability to assign multiple roles to a single user by following the above steps.
Assign Site Access:
To add a Site Access - click on '+ Site Access'
Add site access from the dropdown options
Click on Save
You can assign multiple Sites Access to a single user, by following the above steps.
Group Membership
This section shows the group/s a user is assigned to.
Deleting a User
To remove a user, select the trash icon at the top right of their profile.
Deactivating a User
To prevent a user from logging in, select the middle icon at the top right of their profile. Blocking a user is temporary until you either grant them access again or delete their account.
Reinstating access to a User
When a user is blocked, the icon changes to an 'A.' Click that icon to allow them to log on again.
Groups
Adding a Group
Add users to a group to grant mass permissions. Go to groups by clicking the Groups button on the top left.
To create a group, click the blue '+' symbol, and a modal will appear. In the 'Create a Group' Modal, enter Name and Description of the group and click on 'Save.' Follow the instructions of assigning a Role and Site Access the same as when adding a User.
Members
To add a Member - click on the '+ Member' button
Select a Member from the dropdown list
Click on 'Save'
Send Invite to a User:
Once the Roles and Site Access has been assigned, click on the 'Send Invite' button, which will send a 'Welcome to Arcules' email to the user to complete registration.
The 'System Admin' and 'IT Manager' role will not require separate Site Access, as they will have already have access to all.
Note: If SSO is set up for the organization, then a user still needs to be set up with the appropriate roles/access, the the invite needs to be sent, but does not require to complete the registration - the link on the email will send the user to the SSO login page.
Note: A pop up message will appear at the bottom stating the "Invite has been sent successfully," and the button will change to 'Resend Invite' to indicate that an invite has already been sent. You can resend an invitation anytime, for instance if the user lost the original invite email.
Removing access for Roles and Sites:
To remove access of a Role or Site from a User or a Group, click on the vertical ellipsis, and you will have the option to remove access.
Downloading a List of Your Users and Groups
On the users and groups list you have the option to download a CSV file. Just click on the ellipsis in the menu and select Download as CSV.
