Create Immuta Accounts New User

This page outlines step-by-step instructions for managing users within Immuta Accounts. All tutorials begin on the Immuta Accounts homepage.

Create a New User

1. Select Create a User from the Quick Actions.

2. Enter the user's name and information.

   

3. Assign the user's Groups from the dropdown menu.

4. Select the user's Organization from the dropdown menu.
5. Assign the user's Role in that organization. If you make a mistake, use the red icon to remove the organization and assign another one.

6. Opt to set the user's password by toggling the switch on. You will need to communicate this password to them.

   

7. Enter a password that meets the requirements.

8. Click Save.

Edit a User

1. Using the search bar, enter the name of the user. Alternatively, navigate to the Users tab and scroll to find the user.
2. Select the user's name.
3. Click Edit in the bottom right corner of the user's page.

4. Opt to toggle them from Enabled to Disabled.

   

5. Opt to edit the user's information.

6. Opt to use the dropdown menus to change their Role or Groups.
7. Once you have finished your edits, click Save at the bottom of the page.

Deactivate a User

1. Using the search bar, enter the name of the user. Alternatively, navigate to the Users tab and scroll to find the user.
2. Select the user's name.
3. Click Edit in the bottom right corner of the user's page.

4. Click the Active toggle at the top left of the page.

   

5. Click Save at the bottom of the page to confirm that you want to deactivate this user.

Send a Password Reset Email

1. Using the search bar, enter the name of the user. Alternatively, navigate to the Users tab and scroll to find the user.
2. Select the user's name.
3. Click Edit in the bottom right corner of the user's page.

4. Click Send Password Reset Email at the bottom of the page.

   

Set User's Password

1. Using the search bar, enter the name of the user. Alternatively, navigate to the Users tab and scroll to find the user.
2. Select the user's name.
3. Click Edit in the bottom right corner of the user's page.

4. Click Set User's Password at the bottom of the page.

   

5. Enter a password that meets the requirements in the pop up modal. You will need to communicate this password to the user.

6. Click Save.