Manage User Accounts

The user account settings described in this topic affect all Meridian Cloud applications.

To invite a new user to join a group:

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. In the header, click Invite users. The Invite users dialog box appears.
5. Type the email address of the user that you want to invite in Email.

6. 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 . The list refreshes to show the matching group names.
7. Click Send.

An email invitation is sent to the user. When they accept the invitation, their name will appear in the list of users. Until then, their name will appear on the Pending invitations tab as described in Managing 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.

To edit an existing user:

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon 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.
5. Click options or type values using the descriptions in the following table.
6. Click Save.

To view the details of a user account:

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon in the row of the user that you want to view and then click Details on the menu that appears. The <UserName> dialog box appears.
5. Click the Details tab. The information that appears is a combination of the user’s editable properties and read-only system properties.

To view 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. To change a user's email address or to add another identity provider to an email address, see How can I change the email address of a user?

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon in the row of the user that you want to view and then click Details on the menu that appears. The <UserName> dialog box appears.
5. Click the Identities tab. The identities with which the user has logged on are listed.

To change the account role of a user:

A user’s role in each project is set as described in Adding people to projects.

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon 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.
5. Select a role from the list and then click Save.

To view the account privileges of a user:

A user’s privileges in each project are determined by their role as described in Adding people to projects.

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon in the row of the user that you want to view and then click Privileges on the menu that appears. The <UserName> dialog box appears and lists their account-wide privileges.

To view and edit the group memberships of a user:

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon in the row of the user that you want to view and then click Groups on the menu that appears. The User Groups page appears and lists the groups to which the user is currently assigned.
5. To add the user to a group:
   1. In the list header, click the Add icon . 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 in the list header. A confirmation dialog box appears.
   2. Click OK.

To view the audit trail of a user:

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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. Click the Actions icon in the row of the user that you want to edit and then click Audit Trail on the menu that appears. The <UserName> dialog box appears.
5. Click the Audit Trail tab. All activities that have been performed by the user are listed.

To enable or disable a user:

1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon . The Account Settings page appears.
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.

   If you want to enable a disabled account and the account does not appear in the list, tick the Display Disabled checkbox next to the Status column header. The list will refresh and show the disabled accounts with their status in red text.

4. Click the Actions icon 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 confirmation dialog box appears
5. Click OK.