This article covers how to add, edit, and remove user accounts within a workgroup. Users can be part of more than one workgroup. If a user belongs to multiple workgroups, making changes to their account in one workgroup won’t impact their accounts in the others.
Prerequisite
You must be assigned to the workgroup admin role.
Select the Workgroup
To choose the workgroup where you'd like to manage user accounts, follow these steps.
- Select the Workgroups icon from the bottom of the page to see the Select Workgroup switch control. (This is only visible if you are in more than one workgroup.) In the Select Workgroup switch control, the currently-selected workgroup has a check mark next to it.
- Select another option to switch workgroups. Note that project lists, federated datasets and other FCP application views/screens will be filtered and scoped to the currently active workgroup.
View User Accounts in the Workgroup
- Select the sprocket near the bottom of the window to see the Settings menu.
- Select User Management to open the User Management page. The first and last name, email address, and role for each user in your workgroup is listed.
- Use the controls at the bottom of the page (arrows) to move forward and backward through the result pages.
Search for a User
If you need to search for a user, go to the User Management page. Then, type any part of the user's first name, last name, email address, or role in the appropriate field in the first row of User Management page.
Search results that match what you typed appear in the list.
Adding a User
To add a user, complete the following steps.
- Select the Add User button, near the top right part of the screen.
- The Add User screen opens.
- Add the first name, last name, email address, and the role that you want the user to have. Note that all fields must be filled in, the email address must be formed correctly and must not duplicate any other email address in the workgroup.
- Select Create to create the user.
- When this is complete, an onboarding email is sent to the user.
Editing a User
To edit a user, do the following.
- Select the three-dot menu for the user, then select Edit User. The three-dot menu is on the right side of the user’s role.
- The Edit User screen opens. You can edit the first name, last name, and/role for the user. You cannot edit the email address.
- When finished, select Save.
Removing a User
To remove a user, do the following.
- Select the three-dot menu for the user, then select Remove User. The three-dot menu is on the right side of the user’s role.
- The Remove User pop up opens. Select Remove User.
- The user is removed from the list.
Copying the UID
Copying the UID can be quite helpful if you are using the SDK. To copy the unique identifier (UID) for a user, select the three-dot menu for the user, then select Copy UID. The three-dot menu is on the right side of the user’s role.
Related Articles
- Viewing and Adjusting Your Settings
- Mounting Storage to Your Rhino Client
- About Multiple Workgroups
- What is the Impact of Switching Between Multiple Workgroups?