Manage users
Here are the different ways you can manage users.
Each user in Snow requires a separate user account. You adjust user rights and available functionality by assigning one or multiple roles to each user.
Find users
On the Snow Atlas settings menu, under User management select Users.
A list with all users in your system and their current roles appears.
Search for users by filtering or sorting:
Select criteria to sort alphabetically, that is, User name, Email address, Roles, or Status, or Last activity to sort into latest or oldest activity.
Start to enter filter criteria, that is, user name, email address, role, or status, in one of the filter boxes.
The filtered results appear as you enter criteria.
Invite users by entering details manually
On the Users page, do one of the following:
Select Invite.
From Invite, select Quick invite.
In Invite users, enter the users' email addresses in Email addresses. Separate the email addresses with spaces, commas, semicolons, tabs, or line breaks.
Note
You can invite a maximum of 70 users at the same time.
Optional: Select the roles that you want to assign to the users from the Assign roles list.
Note
If the role is not in the Assign roles list, you must create it and then invite users. For more information, see Create custom roles.
Do one of the following:
If you want to send the invite to all added users with the selected roles assigned, select Send invitations.
A message confirming the number of invited users appears.
If you want to assign different roles to different users, or assign roles that are already assigned to existing users to new or existing users, continue with the next step to manage the roles before sending the invite.
To manage the roles before sending the invite:
Select Advanced invite.
In Advanced invite, select the users that you want to manage the roles for.
From the Actions menu, select Manage roles.
In Manage roles, select the checkboxes for the roles that you want to assign to the users and clear the checkboxes for the roles that you want to remove.
The checkboxes selected with a checkmark show the roles assigned to all selected users.
The checkboxes selected with a blue square show the roles assigned to one or more, but not all, of the selected users.
Select Confirm.
Optional: To remove users from the invitation list:
Select the users that you want to remove.
On the Actions menu, select Remove users.
In Remove users from invite list?, select Remove.
Select Next.
A summary of the users and their assigned roles appears.
Select Send invitations.
Email messages are sent to the users with instructions for activating their accounts.
Invite users from CSV file
On the Users page, from Invite, select Advanced invite.
In Advanced invite, select Select users by importing email addresses from a CSV file.
Select Choose file and browse to select the CSV file that you want to import.
Note
You can invite a maximum of 70 users at the same time.
Do one of the following:
If the first row in the CSV file is a header, select First row is a header , and then from Column to import, select the column to import.
If the CSV file does not contain a header row, clear First row is a header , and then from Column to import, select the column to import.
Select Next.
Select the users that you want to assign roles to.
From the Actions menu, select Manage roles.
In Manage roles, select the roles that you want to assign to the users and select Confirm.
Optional: To remove users from the invitation list:
Select the users that you want to remove.
From the Actions menu, select Remove users.
In Remove user from invite list?, select Remove.
Select Next.
A summary of the users and their assigned roles appears.
Select Send invitations.
Email messages are sent to the users with instructions for activating their accounts.
Manage roles
On the Users page, select the users that you want to manage roles for.
From the Actions menu, select Manage roles.
In Manage roles, select the checkboxes for the roles that you want to assign to the users and clear the checkboxes for the roles that you want to remove.
The checkboxes selected with a checkmark show the roles assigned to all selected users.
The checkboxes selected with a blue square show the roles assigned to one or more, but not all, of the selected users.
Select Confirm.
Note
The message that appears confirms the number of role changes made in total. For example:
If you add two roles to two users, the confirmation message states that four roles have been added.
If you remove the same role from three users, the confirmation message states that three roles have been removed.
Re-invite users
On the Users page, select the users that you want to re-invite.
On the Actions menu, select Re-invite users.
Email messages are sent to the users with instructions for activating their accounts.
Enable or disable users
When a user logs in for the first time, their account is automatically enabled.
On the Users page, select the users that you want to enable or disable.
On the Actions menu, do one of the following:
Select Enable, and then in Enable selected users?, select Enable.
Select Disable, and then in Disable selected users?, select Disable.
Delete users
On the Users page, select the users that you want to delete.
On the Actions menu, select Delete users.
In Delete users, select Delete.