Account management

Note: this document is intended for Admins and Power Users within your Connec2 Workspace (!)

Your Connec2 Workspace can only be accessed with a valid Connec2 Account. All accounts are managed in the Connec2 Management Console. Connec2 uses role based access, which means that depending on the role that is assigned to your account you can or can’t use specific features of the Connec2 platform.

In this document we will explain the different roles and how to create new or edit existing accounts in your Connec2 Workspace. To keep things simple for you we’ve created a set of roles which can help you set up new users quickly.

ROLES

Here is a quick summary of the available roles. For a more detailed description of each role, please refer to the ‘role authorizations‘ section in this document.

CONNEC2 MANAGEMENT CONSOLE

Since you now have a basic understanding of the available roles, let’s show you how to actually create and/or edit accounts for your Workplace. In the Connec2 Management Console you’ll find a complete overview of (active) Connec2 Accounts in your Workspace.

1. Go to your Connec2 Management Console
2. Fill in your Workspace ID to continue
3. Sign In with your credentials (top right)

If you’re an Admin or Power User you should now have a ‘Users’ tab (top left) which shows all Connec2 Accounts in your Workspace.

Note: Power Users can’t see or edit Admins

CREATE NEW ACCOUNT

To create a new user, simply click on ‘CREATE‘ (top left) and a ‘Create user’ form will pop-up.

After completing all the mandatory fields, check the role you would like this user to be.

Note: When selecting multiple roles, the highest one will be leading (Guest > User > Power User > Admin)

EDIT EXISTING ACCOUNT

If you just want to edit the role for an existing user, simply click on the ‘marker icon‘ of the account you wish to edit and select the new role. Be aware when selecting multiple roles that the highest one will be leading (Guest > User > Power User > Admin).

• Profile button: see account profile information
• Lock icon: change password (admin only)
• Key icon: change role authorizations
• Marker icon: update user
• Trashcan icon: delete user

Depending on how you use Connec2, you might want to edit certain user accounts: e.g. give them more control by enabling features that normally aren’t available for their designated role. You can easily do this by enabling specific role authorizations for their account.

To edit role authorizations for an existing user, simply click on the ‘key icon‘ of the account you wish to edit and a ‘Change role authorizations’ form will pop-up.

Note: please refer to the ‘role authorizations‘ section in this document for a detailed description of all the available role authorizations

• Unchecked: feature currently not available for selected account
• Checked (dark): feature manually enabled for selected account
• Checked (light): feature default enabled for selected account (part of its current role)

ROLE AUTHORIZATIONS

• ‘default enabled’ means feature is available from that role or higher (User > Power User > Admin)
• Power Users only have access to underlined role authorizations in the Connec2 Management Console