[ZTA] Accounts/Users

  1. New User button: Register a new user.
  2. Export button: Export all users to a CSV file.
  3. Import button: Import new users from the CSV file. Please refer to the exported CSV file for the file format.
  4. Delete button: Delete a registered user.
  5. Select button: Select a user.
  6. Status: Shows the current status of the user account, indicating whether it is active (enabled) or inactive (disabled). Can also be toggled on (enabled) or off (disabled).
  7. Username: Shows the username of the user.
  8. Name: Shows the user's complete name, which includes both their first name and last name.
  9. Enrolled By: Shows the methods by which the user completed their enrollment.
  10. Supervisor: Shows the username of the user's supervisor, identifying the individual responsible for overseeing the user's access to the user portal.
  11. Last Login: Shows the date when the user last accessed the user portal.
  12. Expand/Shrink button: A '+' button to expand and a '–' button to shrink the user's detailed information.

  1. Edit button: Allow modification of user attributes.
  2. Delete button: Delete the user.
  3. Reset Enrollment button: Reset the user's enrollment status to "not enrolled". This enables the user to change their enrollment method.
  4. Reset Password button: Reset the user's password and set a new one.
  5. Grant access to Recording data toggle button: Control whether the user can access recording data or not.
  6. User attributes: The user's attributes consisting of several fields listed below:
    1. Username is a required field. Must be unique among all registered users.
    2. Email is an optional field. The email address of the user can be entered in here or it could also be left blank.
    3. First Name is an optional field. The first name of the user can be entered in here or it could also be left blank.
    4. Last Name is an optional field. The last name of the user can be entered in here or it could also be left blank.
    5. Phone number is an optional field. The phone number of the user can be entered in here or it could also be left blank.
    6. Identity Provider refers to the source of the user's identity. By default, it is set to local. If the user's identity is from external IdP, change it to the integrated external IdP's name (e.g. Active Directory, Okta, etc.)
    7. Personal desktop is an optional field. It can be added, or left blank, as it will also be requested when the user enrolls for the first time.
    8. Supervisor is an optional field. It specifies whether the user's access to the user portal requires supervision by a supervisor. By default, it is set to "no supervisor."
    9. Groups is an optional field. The user can be assigned to one or more groups by selecting from the available options in the dropdown. By default, the user is not a member of any group.
  7. Status: Shows the current status of the user account, indicating whether it is active (enabled) or inactive (disabled). Can also be toggled on (enabled) or off (disabled).
    • If active, the user can access user portal
    • If inactive, the user cannot access user portal
  8. Enrolled By: The methods by which the user completed their enrollment. Can consist of multiple methods.