BarTender Cloud User Account Management
Overview
BarTender Cloud allows you 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
To access the Users page:
- Click on Administration in the left-hand sidebar and navigate to Security > Users.
Create a New User
- Click the Create User Button
- Fill in the first name, last name and email in the form.
- Specify whether the new user is an Administrator account.
- 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.
- Click the Invite button.
- An email should have been sent to the provided email address.
- Click the Join BarTender Cloud button in the email.
- Enter a new password for your account.
- Your account is now ready.
Manage User Profiles
- In the user list, hover over the user to be worked on.
- Click the three vertical dot menu that appears to the left of the user's profile picture.
- 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.
- Password-based API access and two-factor authentication cannot be enabled at the same time.
- 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.
Permissions for files and folders in the file manager section are also only available from an Administrator account:
Manage Groups
To access the Groups page:
- Click on Administration in the left-hand sidebar and navigate to Security > Groups.
Create a New Group
- Click the Create User Group button.
- Enter a name for the group and use the checkboxes to select the users to add to the group.
- Click Create in the bottom right.
Manage a Group
- In the Group list, hover over the group to be worked on
- Click the three vertical dot menu that appears to the right of the group name.
- 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
To access the My Profile:
- Click your User Profile Icon at the top right.
- Click My Profile.
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
- Reset Password
- Two-Factor Authentication settings
- TOS/Privacy Policy Agreement
- Email subscription to product updates and events