Create/Remove Users

Administrators add and remove users, according to client requests. Users are added to various user roles according to their task assignments.

To add a user

1. From the Administration section of the Cloudsnap Platform, click Users to open the Users page.

2. Click Add User.

3. On the Create new user page, type the user’s First name, Last name, and Email address. (Required)
   Phone is optional.

    

4. If the client has request custom options for Client, choose from the drop-down list. If not, leave as is.

5. For Roles, select System Admin.
   If the client has requested other roles, they are added on the Permissions page then listed here.

6. Click Save.
   The user receives an email with their account credentials and login instructions

Note: The Cloudsnap System Administrator for the client has the options to designate the user as one of the following roles.

• Is admin: System Administrator

• Is Impl eng: Implementation Engineer

• Is Impl manager: Implementation Manager

To remove a user

1. From the Administration section of the Cloudsnap Platform, click Users to open the Users page.

3. On the User page, find the user.

4. Click the red trash can on the user’s row.
   The user no longer has access to the client’s Cloudsnap applications.