Overview

BarTender Cloud includes the ability to create individual user accounts. This is useful for when more than one employee requires access to your BarTender Cloud instance.

Providing individual user accounts increases security and makes it possible, using Roles, to tailor permissions for each user according to the function they need to perform.

While Roles allow you to efficiently manage access to particular features in BarTender Cloud, Groups make it possible to manage access to files and folders under the file management section. 

This article will describe how to create and manage user accounts, set permissions and assign roles to users and groups.

Applicable to 

BarTender Cloud

Information

Manage Users

In order to access the Users settings you will need to follow the below steps: 

1. Click on the Hamburger menu icon in the top left of the screen:
   
2. Select Manage Cloud Account at the bottom of the list on the left hand side.
3. Select Users in the list on the left hand side.

Create a New User

1. Click on the Create User Button
2. Fill in the first name, last name and email in the form.
3. Specify whether the new user is an Administrator account.
4. Specify the role for the user which determines the functionality available to them (multiple roles can be selected). For more information on Roles have a look at the following article: Creating and Managing User Roles.
5. Click on the Invite button.

6. An email should have been sent to the provided email address.

7. Click on the Join BarTender Cloud button in the email. 
8. Enter a new password for your account.

9. Your account is now ready.

Manage User Profiles

1. In the user list, hover over the user to be worked on.
2. Click on the three vertical dots that appear to the left of the user's profile picture.
3. Select the desired administration option:

The available Administration options are:

• Edit: Change the First name, Last name, Administrator and Roles settings. You can also configure your user account to either allow password-based API access or enable two-factor authentication. 
  • Password-based API access and two-factor authentication cannot be enabled at the same time.
    
    Roles settings are not available for Administrator accounts as they already have full access to the site.
  • Consider carefully before giving a user Administrator permissions, as it allows that user full access to and the ability to make any and all changes to your BarTender Cloud tenant space.

• Change profile image: Upload a profile picture.
• Remove profile image: Remove an existing profile picture.
• Reset password: Send a password change request to the associated email address.
• Deactivate user: Deactivate the user account.
• Delete user: Delete the user account.
• Resend Invitation: When a new user has been created and the invitation has not been accepted yet this menu will allow for resending the invitation.

Administrator Accounts

Some BarTender Cloud features are only accessible from an Administrator account. These include the BarTender Cloud Settings as well as the Manage Cloud Account settings found at the bottom of the Hamburger menu: 
  

Permissions for files and folders in the file manager section also are only available from an administrator account: 

Manage Groups

In order to access the Groups settings you will need to follow the below steps: 

1. Click on the Hamburger menu icon in the top left of the screen.
2. Select Manage Cloud Account at the bottom of the list.
3. Select Groups in the list on the left-hand side.

Create a New Group

1. Click on the Create Group button.

2. Enter a name for the group and use the checkboxes to select the users to add to the group.

3. Click on Create in the bottom right.

Manage a Group

1. In the Group list, hover over the group to be worked on
2. Click on the three vertical dots that appear to the right of the group name.
3. Select the desired administration option.

The available Administration options are:

• Edit: Edit the name and members of the group.
• Delete: Delete the group.

Updating Profile Information

In order to access the My Profile settings you will need to follow the below steps: 

1. Click your user profile icon at the top right.
2. Click My Profile.

Optionally as an administrator:

1. Click on the Hamburger menu icon in the top left of the screen.
2. Select Manage Cloud Account at the bottom of the list.
3. Select My Profile in the list on the left hand side.

You can update the following information.

Personal Information

• First name
• Last name
• Country
• State
• City
• Industry
• Position
• Company

Contact Details

• Email address
• Telephone number

Security and Email Preferences

• Password reset
• Email subscription to product updates and events 

Additional Resources

Creating and Managing User Roles