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Manage User Accounts

The user account settings described in this topic affect all Meridian Cloud applications. You must have the Tenant Administrator role to perform the tasks on this page.

To navigate to the Users tab:

  1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click Account Settings A gear symbol..

  2. In the Account Settings menu, click User Management.

    The User Management page appears and shows the existing users and groups.

  3. Click the Users tab.

    The list of existing user accounts appears.

  4. Follow the appropriate procedures below.

ClosedNotes about Functionality

  • Adding a new user as described in this task invites them to join one or more groups in Meridian Cloud. However, it does not make them a member of any projects, which is required for them to work on a project. To invite users to join only one project or to grant users access to projects after you have already added them as described in this task, see Manage Project Membership.

  • Group membership is required for users to work in PowerWeb.

  • User names (not full names) must be unique and will be automatically adjusted by the system, if necessary, by appending the company name and a sequential number (if the combination of <user name>_<company> already exists).

ClosedInvite a New User to Join a Group

Important!

We strongly recommend you invite users using their company email address.

Inform new users that they should not include special characters in their name. Special characters can cause errors when working with a user's local workspace.

To invite a new user to join a group:

  1. In the header, click A blue circle with a blue plus symbol in its center. Invite users.

    The Invite users dialog box appears.

  2. Type the email address of the user that you want to invite in Email. To invite multiple users at the same time, use ";" as separator between the email addresses.

  3. Select the groups to which you want to invite the user.

    To filter the list of groups, type part of the group name in Add to Groups and then click the Search icon A spyglass icon.. The list refreshes to show the matching group names.

  4. Click Send.

    An email invitation is sent to the user. When they accept the invitation, their name will appear in the list of users and they will receive a confirmation email. Until then, their name will appear on the Pending invitations tab as described in Manage Member Invitations.

    If you add a new authentication method to an existing user account, the user's group assignments will not be changed unless you add additional group assignments.

ClosedEdit an Existing User

Important!

You can only change a user's role from a contractor role to an internal role if the user has not uploaded documents or received any packages.

To edit an existing user:

  1. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to edit and then click Edit on the menu that appears.

    The <UserName> dialog box appears and shows the current editable property values for that user.

  2. Click options or type values using the descriptions in the following table.

  3. Click Save.

    If you add a new authentication method to an existing user account, the user's group assignments will not be changed unless you add additional group assignments.

User properties
Property Description
Full name

The user's full name as you want it to appear to other users.
Company

The company where the user is employed.
Initials

The user's initials as you want them to appear to other users.
Title

The user's job title.

ClosedView User Account Details

To view the details of a user account:

  • Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to view and then click Details on the menu that appears.

    The User Details page opens. Click the tabs to view different categories of information about the user.

ClosedManage the Authentication Identities of a User

Each email address may be authenticated by one or more identity providers like Google, Microsoft, and Azure Active Directory. You can remove an authentication identity from a user's account, which forces them to sign in with an alternative provider. If you remove the only authentication identity for a user, you will need to send a new invite to the user.

To change a user's email address or to add another identity provider to an email address, see the Change User Email Address section below.

To manage the authentication identities of a user:

  1. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to view and then click Identities on the menu that appears.

    The Identities tab of the User Details page opens. The identities associated with the user are listed.

  2. If you want to remove an authentication identity:

    1. Click the Delete button A blue trash can..

      A dialog box opens, asking you to confirm your choice.

    2. Click OK.

      The authentication identity is deleted.

ClosedChange User Email Address

For security reasons, it's not possible for account administrators to change the email address of registered (invitation accepted) users. Only users themselves may change their address. Then a project owner can invite them under their new address.

This is the recommended procedure:

  1. A project owner sends a new invitation to the user's new email address as described in Manage Project Memberships.

  2. The user logs in with their old email address and changes it to their new email address as described in Adjust your profile settings.

  3. The user accepts the new invitation. The user will receive notifications only at the new email address.

ClosedChange User Account Role

A user's role in each project is set as described in Manage Project Membership. This action can only be done for internal roles.

To change the account role of a user:

  1. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to view and then click Update Role on the menu that appears.

    The <UserName> dialog box appears.

  2. Select a role from the list and then click Save.

ClosedView User Account Privileges

A user's privileges in each project are determined by their role as described in Manage Project Membership.

To view the account privileges of a user:

  • Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to view and then click Privileges on the menu that appears.

    The Privileges tab of the User Details page opens. The account-wide privileges of the user are listed.

ClosedView and Edit User Group Memberships

To view and edit the group memberships of a user:

  1. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to view and then click Groups on the menu that appears.

    The Groups tab of the User Details page appears and lists the groups to which the user is currently assigned.

  2. Choose between two options:

    • To add the user to a group:

      1. In the list header, click the Add icon A blue circle with a blue plus symbol in its center..

        The <UserName> dialog box appears and lists the groups to which the user has not yet been assigned.

      2. Select the groups to which you want to assign the user and then click Add.

        The selected groups are added to the Groups list.

    • To remove the user from a group:

      1. In the Groups list, select the groups from which you want to remove the user and then click the Remove icon A white circle with a blue border and a blue x in its center. in the list header.

        A dialog box opens, asking you to confirm your choice.

      2. Click OK.

ClosedView the Audit Trail of a User

To view the audit trail of a user:

  • Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to edit and then click Audit Trail on the menu that appears.

    The Audit Trail tab of the User Details page opens. All activities that have been performed by the user are listed.

ClosedEnable or Disable a User

To enable or disable a user:

  1. If you want to enable a disabled account and the account does not appear in the list, select the Display Disabled check box next to the Status column header.

    The list will refresh and show the disabled accounts with their status in red text.

  2. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to change and then click Disable Account or Enable Account on the menu that appears.

    A dialog box opens, asking you to confirm your choice.

  3. Click OK.

ClosedDelete a User

To delete a user:

  1. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to delete and then click Delete on the menu that appears.

    A dialog box opens, asking you to confirm your choice.

  2. Click OK.

ClosedView, Enable, or Disable Areas of Expertise

To view, enable, or disable areas of expertise:

  1. Click the Actions icon Three blue circles stacked in a column. in the row of the user that you want to edit and then click Details on the menu that appears.

    The User Details page appears.

  2. Click the Expertise tab.

    This page lists the areas of expertise associated with the user.

  3. To filter areas of expertise, select All or Enabled in Show, in the upper-right corner of the page.

  4. In the Enable column, toggle the areas of expertise you want to enable or disable for the user.

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