Manage site users

Semarchy xDG users include all individuals interacting with the platform, including administrators, editors, and business users.

Create a user

You must create and invite users before they can connect to Semarchy xDG. When creating users, you define their full name and email.

To create a user:

  1. Access the Site Administration interface.
    The Users view is immediately displayed.

  2. . In the header of the Users view, click on the plus circle Add user button.
    The Add user dialog opens.

  3. Enter the following information:

    • Email (mandatory)

    • First name

    • Last name

  4. Click Submit.

Upon user creation, a registration invitation email is dispatched. The recipient is required to accept the terms and conditions, review profile details, set a password, and configure a one-time password.

Reset a user’s credentials

Occasionally, you may need to reset a user’s credentials if they forget their password or if the invitation email expires.

To reset credentials from the user list:

  1. Upon accessing the Site Administration interface, browse the Users list.

  2. Select the checkbox next to the user requiring a reset.

  3. Open the dots vertical Actions menu and select lock check Reset password.
    A confirmation dialog opens.

  4. Click Confirm.

An email is dispatched based on the user’s status:

  • Active users receive instructions to reset their static or one-time password.

  • Pending activation users receive a new invitation email.

This action is disabled for users who have activated SSO.

Disable a user’s access

Disabling a user’s access removes their ability to log in to the platform without permanently deleting their account.

To disable user access from the user list:

  1. Upon accessing the Site Administration interface, browse the Users list.

  2. Select the checkbox next to the user whose access you wish to disable.

  3. Open the dots vertical Actions menu and select account cancel Disable users.
    A confirmation dialog opens.

  4. Click Confirm.
    The user status is set to Disabled and they will no longer be able to log in.

You can also disable user access from the user details form:

  1. From the Users list, click on the user whose access you wish to disable.
    The user details form opens.

  2. In the form header, click the account cancel Disable user button.
    A confirmation dialog opens.

  3. Click Confirm.
    The user status is set to Disabled and they will no longer be able to log in.

This action is available only for users with an Active status.

Enable a user’s access

Enabling a user’s access restores their ability to log in to the platform after their access has been disabled.

To enable user access from the user list:

  1. Upon accessing the Site Administration interface, browse the Users list.

  2. Select the checkbox next to the user whose access you wish to restore.

  3. Open the dots vertical Actions menu and select account check Enable users.
    A confirmation dialog opens.

  4. Click Confirm.
    The user status is set to Active and they will be able to log back in.

You can also restore user access from the user details form:

  1. From the Users list, click on the user whose access you wish to restore.
    The user details form opens.

  2. In the form header, click the account check Enable user button.
    A confirmation dialog opens.

  3. Click Confirm.
    The user status is set to Active and they will be able to log back in.

This action is available only for users with a Disabled status.

Modify module access

When a user authenticates, their module access comprises both the access rights configured in the Site Administration interface and those inherited from the group to which they belong.

To modify a user’s module access:

  1. From the Users list, click on the user whose access you wish to modify.
    The user details form opens.

  2. Navigate to the Modules access section.

  3. Using the checkboxes:

    1. Select the roles you wish to assign.

    2. Deselect the roles you wish to unassign.

Grayed-out checkboxes indicate that the role has been inherited from the user’s groups (visible upon hovering). To remove an inherited role, you need to unassign the group.