There are two types of user accounts within Ensemble: Portal Users Accounts, and Application User Accounts. This guide will provide an overview for both types.

Portal User Accounts

Introduction

Portal user accounts are used to log into the management site. They cannot be used to log into the Ensemble application and cannot be added to projects.


Creating user accounts

Note the two tables (one for portal and one for application users)


Click the '+ Add User' button on the top-right of the Portal User Accounts table.
  • Fill out the following fields:
  • First Name
  • Last Name
  • Email address
Select if this user should receive email alerts


Click Next to move onto the Permissions screen.


Choose what permissions you wish the new user to have:


  • Company User: The lowest prebuilt level. Company users can manage devices, but are unable to view other companies, or build other users.
  • Company Admin: This is the next prebuilt level; Company Admins can't view other companies either, but they are able to manage and add new users.
  • Organization Admin: Can only be created as an Organization Admin or above, this permission level allows the new user to search and view other companies, as well as create new companies if needed.
  • Organization Master: This is the top level prebuilt user, which has full access to everything within their organization. This user is tied to the account used to create the organization.
  • Custom User: A user level that allows for customization of roles and permissions, if you need a specific use case for this user.


Click next to move onto the final page.


Once you have selected their permissions, you can either send them an email invite to create their own password and validate their account, or you can create a temporary password for them to log into the system with. 

Managing users


Once created, the user accounts will show up in the corresponding table. They can be managed by clicking 'Options' in the far-right column, if you are logged in as a user with the correct permissions. Once you click options, you can do the following:


  • Resend email verification request: this can be used to re-send the automated email verification message, in case it got caught in a spam filter, deleted by the user, etc.
  • Change password: you can change the user’s password if they’ve forgotten it. When you choose this, you will need to enter your password first, then enter and verify the user’s new password.
  • Disable/Enable user: if you want to disable a user without deleting them from the table, choose this option. If you want to re-enable the user after disabling, click options again, and choose “enable user”.
  • Change role: this allows you to change the user’s role, which means changing their permissions, if you wish to do so.
  • Delete: removes the user from the table, which will shut them out of the site or the application, depending on which table they were built in. 


Application User Accounts


Introduction

The application user account can be used to log into the Ensemble application. The user account can be added to a project which means that any device that that user logs into will receive the policies of that project. Application user accounts cannot log into the Ensemble management site.

Creating a user account

  • Click the '+' button on the top-right of the Application User Accounts table.


    Fill out the User Information step:
    • First name / Last name: The desired name for the user.
    • Email: Valid email address for the user.
    • Select a default license: select the default license you wish to associate with this user account. If a device does not already have a license when it checks in the first time, it will use this license if the user logins into the application.




    • Setup the new user's password
      • Invite user: will send an email to the email address provided above, upon user activation a user will be created using the above information and the user will be asked to set their password upon initial login.
      • Create User Password: must be at least 8 characters long, with at least upper case letter.





    Adding Application User To Project



    After you have created the user, you will need to add them to the project. 


    To do this:

    • Navigate to your project
    • Go to the Users tab
    • Press the "+" button in the User Assignment table
    • Select the Application user you wish to add and press add
    • The user will be added to the project.