Learn about managing all aspects of user accounts including managing two-factor authentication.
Prerequisites: You have Full Administrator or Billing Administrator privileges.
Note: The default session timeout before a user must login again is 30 minutes.
Accessing the User Accounts page
To access User Accounts, open the Settings menu in the upper-right corner of the console. Click Users.
The following options are available:
- Add users to your Automox account and define their permissions.
- View details about a user account.
- Export a CSV file containing details about the chosen users.
- Remove existing users from your Automox account.
- Manage two-factor authentication settings for users.
Adding a User Account
You can add a new user from the User Accounts tab.
Prerequisites: You have administrator privileges.
Click Add User.
In the Add User window, enter the email address for the new user.
Select a role for the new user. You can select from four RBAC or role-based access controls.
Full Administrator: This user can control all aspects of the Automox console.
Read Only: This user only has read access rights.
Billing Administrator: You must have this role to modify billing settings for your organization.
Patch Administrator: This user can create, read, modify, and delete all policies and server groups.
Click Send Invitation.
The user receives an email from Automox support (email@example.com) that includes a link to create the account.
Viewing Details for a User Account
You can view user account information for each user and modify the user role.
Note: You must have Administrator privileges to change the user role for other accounts.
Click User Accounts.
Click the email address of the user you want to view account information for.
In the User Account Info dialog box, you can change the user role.
You change the user role from the Role drop-down menu. Select a new user role for the account and click Update Account. For details about user roles, see Adding a User Account.
Exporting User Account Details
You can export a CSV list of account details for a user or multiple users in your organization.
From the User Accounts tab, select the user(s) you want to export information for.
Click Actions > Export User.
In the Export Users dialog box, select the data to be exported or clear the checkbox to not include that information. The following data can be exported:
- User ID
- Email Address
- First Name
- Last Name
- RBAC Role
Click Export User.
A CSV file is downloaded with the information you have selected.
Removing a User Account
You can remove a user from your organization.
From the User Accounts tab, select the checkbox for the user you want to remove.
Click Actions > Remove User.
In the Remove User window, click Remove to confirm.
Resetting Two-factor Authentication (2FA)
You can reset two-factor authentication for a user or multiple users.
If the user is a member of any organization that requires two-factor authentication (2FA), resetting 2FA for this user will default them to verification through email. If the user is not a member of an organization that requires 2FA, resetting this user will disable 2FA. See Security for more information.
From the User Accounts tab, select the checkbox for the user(s) you want to reset 2FA for.
Click Actions > Reset User.
Click Reset User.
Enabling Two-factor Authentication (2FA)
You can enable two-factor authentication for a user
From the User Accounts tab, select the checkbox for the user(s) you want to enable 2FA for.
Click Actions > Enable User 2FA.
Click Enable User.
If users do not already have 2FA enabled, this action will set their 2FA status to email.