Organization & User Management
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      2. Platform Intro
      3. Organization & User Management

      User Management

      A guide to configure and manage users to match your processes and compliance requirements.

      User management is essential for proper cloud management. Xelon HQ allows you to set granular permissions on your users, and to allow or deny access to certain organizations or functions.

      A user is always created within an organization. Users added to your root organization may have access to sub-organizations, depending on your configuration. Users added to a sub-organization will not have access to the root organization.

      Create a new root User

      Create user button.png

      1. Within Manage My Organization page, click the Add User button
      2. Fill out the required fields and click Next Step
      3. From the User Role dropdown, select the access role
      4. From the Permissions list, tick the needed checkboxes
      5. Once you're ready, click Finish & Save

      You can enable the SMS Two-factor authentication in your Organization options. This way, users will need to enter a confirmation code when signing in to Xelon HQ.

      Create a sub-organization User

      1. Within Manage All Organizations page, select the needed sub-organization
      2. Click the Add User button
      3. Fill out the required fields and click Next Step
      4. From the User Role dropdown, select the Organization Admin option
      5. Tick the needed checkboxes for organization access and permissions
      6. Once you're ready, click Finish & Save

      Create sub-organization user.gif

      User roles in Xelon HQ

      HQ Root Admin

      Can access the organization you're adding the user to and all other sub-organizations. Use this role for users that need access to every organization.

      Organization Admin

      Can access the organization you're adding the user to and specific sub-organizations. Good choice when you require a user to see only selected sub-organizations.

      No access to any HQ

      User will not access any organization or sub-organization and their data.

      Pro Tip

      If you want a user to access only a specific sub-organization, you can do it from both Root Organization and Sub-organization pages. The only thing you'll need is to set up the Organization Admin role to the user.

      Edit existing Users

      1. Within Manage All Organizations, select the needed User and click Edit
      2. On the user page, select Edit and adjust the needed fields
      3. Once done, click Save changes

      Safeguard a User's access

      A few tips on how to keep any account safe:

       
      Next step: Login and Security