Adding/Inviting New User:
- On the top right hand corner, click on your name then on Settings in the drop down menu.
- On the left hand side click Users and Licenses.
- Next, click on Add User.
- Fill out the first name, last name, and email (phone number and title fields are optional).
- Select a license.
- Click "Invite".
Deleting a User:
- Find the target user in the users list.
- Click on the action menu (ellipsis) at the right of the users list row.
- Click on "Delete".
- Click on "Confirm".
Changing a user's properties
- Find the target user in the users list.
- Click on user, their properties will be shown in side-bar on right.
- Change desired property in side-bar.
- The change will be auto-saved in a few seconds. Navigating away from the page will notify you of unsaved changes.
- Administrators may now make other users tenant administrators without Customer Success contact.
Temporarily "deactivating" a user
- Find the target user in the users list.
- Click on user, their properties will be shown in side-bar on right.
- Change their license to "Inactive" in the "License" drop-down.
- Note that you cannot do this to yourself (so as to not lose access).
- Once the change is auto-saved, the user will lose access to Aurora.
Re-assigning a user license
- Find the target user in the users list.
- Click on user, their properties will be shown in side-bar on right.
- Change their license to another license in the "License" drop-down.
- Once the change is auto-saved, the user will gain or lose permissions associated with the license change.
Adding a license
- Click on "Edit Licenses".
- Press "+" or type in the new number of licenses for a given license type.
- Examine the license change list and summary to confirm your expectations.
- Press "Confirm".
- If the license addition succeeds, you'll be sent back to the users list.
- If the license addition fails, an error will be shown.
Removing a license
- Click on "Edit Licenses".
- Press "-" or type in the new number of licenses for a given license type.
- If no licenses are available for removal, an error will be shown asking you to un-assign a license from a user before trying again.
- Examine the license change list and summary to confirm your expectations.
- Press "Confirm".
- If the license removal succeeds, you'll be sent back to the users list.
- If the license removal fails, an error will be shown.