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Version: 3.1

Instance User Management

Invite Users to Instance Management Portal​

As an instance admin, you can invite other users to join the Instance Management Portal and assign them the following role: "Administrator".

To invite users to the Instance Management Portal:

  1. Log in to the Instance Management Portal.
  2. Click on 'Admin' from the left panel.
  3. Click on the 'Invite New Admin' button located on the top right corner of the page.
  4. Key in the email address of the user.
  5. Click on 'Confirm' to finalize the invite.

The user will subsequently receive an invite to set up their user account. Once the user completes their account setup, they will gain access to the Instance Management Portal with their assigned role.

Deactivate Users of Instance Management Portal​

Deactivating users of the Instance Management Portal will disable the affected users from logging in. However, this will not delete the user records from the database and hence, can be reversed.

To deactivate the accounts of Instance Management Portal users:

  1. Log in to Instance Management Platform.
  2. Click on 'Admin' from the left panel.
  3. Click on the email of the user whose status you want to deactivate.
  4. Under 'Information', you can toggle the 'Status' to 'Inactive'.
  5. Click on the 'Confirm' button in the pop-up message displayed. A success message will appear indicating that the change has been completed.

To reactivate, simply toggle the 'Status' back to 'Active'.

Delete Users of Instance Management Portal​

With Instance Admin access, you can delete an Instance User with an 'Invited' or 'Verified - Inactive' status. Note that instance users with 'Verified - Active' status cannot be deleted and must first be deactivated. Deleting the users of the Instance Management Portal will remove the record from the database and is not reversible.

To delete an instance admin user from the Instance Management Portal:

  1. Log in to the Instance Management Portal
  2. Click on 'Admin' from the left panel.
  3. Locate the Instance Admin user you wish to delete.
  4. Click the trash bin icon next to their email.
  5. Click on the 'Confirm' button in the pop-up message displayed. A success message will indicate that the deletion has been completed.

Resend Invitation for Invited Instance Users of Instance Management Portal​

In case a user encounters issues with the initial email invite, you can resend the invitation email.

To resend an invitation:

  1. Log in to the Instance Management Portal.
  2. Click on 'Admin' from the left panel.
  3. Locate the user with the status 'Invited' needing a new invitation.
  4. Click on the 'Resend Email' mail icon next to their record.

Reset Password for Users of Instance Management Portal​

A password reset can only be done via the login page of the Instance Management Portal.

To reset your password:

  1. Go to the Login page of the Instance Management Portal.
  2. Select the 'Forgot your password?' button.
  3. Provide your email address and click 'Continue'.
  4. A Password Recovery email will be sent to your email.
  5. Follow the instructions in the email.
  6. A success message will appear indicating that the password reset has been completed.