This section of the documentation explains the Membership Administrator function of the CloudCIX Portal. It covers the first-time login process, as well as how to create, remove, and update user authentication and authorization using the Membership App.
Please watch the following video that explains what Membership is in the context of the CloudCIX software…
Introduction to CloudCIX Architecture
As a part of onboarding a new customer, or contractor, a new CloudCIX Member account is created in the CloudCIX portal for that organisation. Organisations that use the CloudCIX portal are referred to as CloudCIX members. Each CloudCIX member has one or more Administrators that manage User authentication and authorisation within that member.
Usernames on the CloudCIX Portal are email addresses. CloudCIX manages Administrator User accounts. All other accounts are managed by the Administrators.
Whenever a User is created, Administrator or ordinary, they will receive an email with a link which is valid for 24 hours to confirm that the username is indeed their valid email address. Once the username has been verified, the User must then go to the Login page and click on the ‘Forgot Password’ button to reset their password. This action will send a second email with a link to a page allowing the password to be set. Armed with the username and password, the User is ready to login.
CloudCIX manages Administrators and Administrators manage Users.
By default, the first User created for a Member is an Administrator. All subsequently created Users are regular Users.
CloudCIX manages Administrators and Administrators manage Users. Upgrading or downgrading Users to and from Administrator must be done by requesting same by email to support@cloudcix.com. Requests can be made by Administrators or by the CEO of the Member organisation.
Administrator User accounts never expire. Administrators will receive email notification before a Users account expires.
Administrators always have all menu item permissions for every App installed. By default, regular Users have no menu item permissions and Administrators must explicitly assign menu item permissions to Users.
Administrators must set the expiry date for User accounts to the last working day for a User. Otherwise, Users will be able to login after leaving your Organisation.
Administrators have extra menu items available to them to do administrative functions such as create and edit Users.