Managing Users

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Fullcast Users

Fullcast Users with administrative rights, add other users and manage their privileges in the application. They can be categorized as

  1. Active
  2. Suspended
  3. Deactivated

Navigating Users Tab

  1. Click the Profile icon in the top right corner of the screen to access the Settings Menu.
  2. Select Users.

Adding New Users

  1. To add a new user, click Add New.
  2. People drop-down list lists all the users who have installed the app. Select the Users from the list
  3. Fill out the Password, and necessary Name fields.
  4. The Multifactor Authentication by default is enabled for all the Users. It can be disabled, if not necessary, once the User is added.
  5. Select the Persona to which the User belongs from the drop-down menu
    A. Standard User
    B. Tenant Admin
    C. Territory Leader
    D. Operations Leader
    E. Quota compensation Leader
  6. Click Save when finished.

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Change Status

The User status (Activate, deactivate, Suspend) can be done by selecting Change Status option by clicking the [...] button near the user profile.

Editing Users

  1. Added Users can be managed by clicking on the [...] button of the User and selecting Edit.
  2. The Update User menu will prompt for name and position changes, if any.
  3. Click Save when finished.

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MFA

All the Users, by default, are enabled with Multifactor Authentication.

Setting up Multifactor Authentication

  1. Once the user is added and enabled with MFA, the next time the user logs in they will be prompted to set up MFA
  2. Scan the QR code with an authenticator app like Lastpass Authenticator (recommended) or Google Authenticator on your mobile device.
  3. The passcode generator screen appears and generates passcodes to use when prompted for MFA. Enter the Authentication code in the box under the QR code, and click Verify.
  4. After this initial setup, the user will be able to log in using their password credentials and verify using the authentication code given by the authenticator app of choice.

Enabling/Disabling/Resetting MFA

  1. Select the User for whom MFA needs to be disabled and click on the [...] button near the user name.
  2. From the drop down menu, select Disable Multifactor.
  3. Click on the [...] button near the user name and select Enable Multifactor from the drop-down menu to enable MFA . Applicable for users whose MFA is disabled.
  4. Click on the [...] button near the user name and select Reset Multifactor from the drop-down menu and follow the steps from Setting up MFA to reset MFA .

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User deletion

The profile must already be deactivated to delete the user.

Deleting Users

  1. Click on the [...] button the User profile that needs to be deleted.
  2. From the drop-down menu, select Delete.
  3. Acknowledge the warning and type "DELETE" in the text box.
  4. Click Confirm to complete the action.