User Management (Admin)

Step 1 - User Account Creation

1. Log in to CloudCADI using an Admin account.
2. Navigate to the Admin Dashboard.
3. Open the Users or User Management section.

4. Click on + symbol present to the right-most adjacently placed to the Users

   

5. Enter the required user details:

   • User Name
   • Email Address
   • User Persona (Finance / CXO / Engineer)
   • Organization
   • Phone Number
   • Country Code

6. Set the account status to Active to enable user access.

7. Click OK to create the user account.

   

Step 2 - User Permissions

Note

Users cannot:

• Create user accounts
• Modify credentials
• Activate or deactivate accounts

Access is limited to the cloud accounts allocated by the Admin.

Step 3 - User Login and Account Verification

1. After the Admin creates a user account, the login credentials are sent to the user’s registered email address.

2. Click on the Verify Email button to complete the email verification process.

   

Note

Users can change their password after the first login.

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