Users Overview

Administrators and Managers with user-management permissions have the ability to add new, edit, and delete users, assign users to groups, and modify permissions on this page.

Viewing Users

To view users:

1. Click Settings on the Navigation menu.
   
   
2. Click Users in the Sub-Navigation menu.

The Users page displays.

You can view the following information about users:

• • Name
  • Email Address
  • User Type
  • Last Login
    
    

The sort feature is available for all columns. You can sort any column in ascending or descending order by clicking on the column header name.
 

 You can view the following information by clicking on a user name:

• • Name
  • Title
  • Location
  • Created Date
  • Last Login Date
  • Groups they are assigned to
  • Role (Admin, Manager, User)
  • Manager Permissions
  • If the user is allowed to edit submissions

Creating a New User

To create a new user:

1. On the User page, click  Add User.
     The Edit New User menu displays.
   
   
   

2. Enter the following information for the user:

• • Name

  • Email address

  • Group - use the drop down menu to add Group assignment (multi-select)

  • Role - select the users’ role of Admin, Manager, or User
    

3. Click Save.
   

 We recommend Administrators use the email address related to the company being managed, not a personal address.

Users will receive an email from team@claravine.com immediately asking them to complete their profile and set their password within 48 hours.

Editing a User

To edit a user:

1. On the User page, click the name of the user you want to modify.

     The Edit User menu displays.
   
   

    

2. Make the required changes to Name, Groups, or Role.
   
   

3. Click Save.
   
   
   

Deleting a User

To delete a user:

1. On the User page, check the box to the left of the name of the user you want to remove.
    If multiple users are to be deleted, click the checkbox to the left of multiple users to delete in bulk.
   
   

2. Click Delete.
   A confirmation message displays.
   
   
   

3. Click Confirm.
   The User Deleted Successfully message appears.

 If the user attempts to log in they will see this message “For security purposes, this invitation has expired. Please reach out to your administrator to request a new invitation.”

Submissions created by the deleted user will remain in Claravine and show the deleted user as the submitter.

Require a User to Reset Their Password

1. Click the checkbox to the left of the name of the user you want to reset their password on the next log in.
   
   
2. Click Password Reset.
   
   
3. A confirmation message displays, "Passwords Reset!"
   
   
4. The user will not receive an email. When the user logs into Claravine next, they will be asked to reset their password.

Manage SSO Users

The user should notify a Claravine administrator that they have successfully logged in to Claravine using SSO. For more detailed information see our How Do I Manage Users with SSO article.

1. The Claravine administrator logs into Claravine and navigates to the Users menu.
   
   
2. The administrator click the name of the user to modify.
   
   
3. If you have selected SSO authentication and authorization:
   1. Select the Group from the drop-down menu or begin typing the name to filter the list. Select all Groups that apply.
   2. The user Role is preset by your IT Identity Provider. If a User, select "Allow Submission Editing" if applicable. If a Manager, select the Manager Permissions.
      
      
      
4. If you have selected SSO authentication only or SSO authentication in addition to Claravine authentication:
   1. Select the Group from the drop-down menu or begin typing the name to filter the list. Select all Groups that apply.
   2. Select the Role from the drop-down menu. Mark the user to "Allow Submission Editing" if applicable. If a Manager, select the Manager Permissions.
      
      
      
5. Click Save User.

Learn More

• Training in Claravine Academy: Adding Users
• Training in Claravine Academy: Tips for Managing Users