Getting Started as a User admin for Rezolve.ai
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User Management is where users who can access the admin console are added/edited and assign appropriate roles.
User Admin
What you are able to see in the navigation pane depends on what roles you have been given in the Admin Portal.
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NOTE: Users are advised to log out and re-login to the system for new roles to take effect.
*Creating a User Account -
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1. Click on Admin App in the navigation pane on the left of your console
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2. Click on User Management in the navigation pane on the left of your console
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3. Click on the + next to ADD NEW USER
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4. On the new screen that appears, enter the user's info
A. Email Address
B. First Name
C. Last Name
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5. Click on the Select Roles box
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6. Select the relevant role for this user (Click outside the Role menu option box to close it)
NOTES: If you click twice, it will remove the role.
7. Set relevant attributes
8. Click the + for it to be added
9. Click on Create
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*Edit a User Account
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1. Click on Admin App in the navigation pane on the left of your console
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2. Click on User Management in the navigation pane on the left of your console
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3. Click on the username on the same line as the user you would like to edit
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4. A new page will open and you can edit
· First Name
· Last Name
· Roles
· Attributes
Important Note: Please only change Roles and Attributes if you have enabled Active Directory. All other information is provided by the account info associated with your AD.
NOTE: When adding and removing a Role, click outside of the Roles box for it to minimize.
5. When changes are complete, click Update to Save
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*Activate and Deactivate an Account
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Accounts can be deactivated and re-activated with a simple click.
1. Click on Admin App in the navigation pane on the left of your console
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2. Click on User Management in the navigation pane on the left of your console
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3. Click on the username on the same line as the user you would like to edit
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4. Go to the Status field
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5. Click on the current Status selection box
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6. Choose the status you would like it to be
7. Click Updateto save your changes
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*Resetting a Password
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1. Click on Admin App in the navigation pane on the left of your console
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2. Click on User Management in the navigation pane on the left of your console
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3. Find the line of the account that requires a password reset
4. Click on the icon that looks like a person
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The system will send the email on file for that person, a temporary password. They will be prompted to set a new password when they log in with it.