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Info

Available with the module Octopus Business, in addition to Octopus Guest

Functionality found in the Accessos > User Accounts submenu designed to issue local accounts predefined in the access method settings under Localization > Access Methods. Depending on the configuration several sessions for account issuance will appear. Below you can see the steps for the generation of a local user account.

Table of Contents

Local account creation

To create a local account, the following fields must be filled in:

  • User/email: Email of the user.

  • Password: Provisional password. When the user logs in for the first time he/she will have to change it.

  • User information: If configured in access methods, the user will be registered on the platform with the data entered in this section.

Issued accounts

It is located in the submenu Accesses > User accounts > Issued accounts, you can see the list of accounts created and also perform operations on the accounts.

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The content of each column is:

  • Username: User account email.

  • Location: Location where the account was created.

  • Service name: It will appear with the name we have assigned it in the access method settings.

  • Creation: Creation account date.

  • Status: It defines the status of the account (active, inactive, unauthorized, unconfirmed email or expired)

  • Creation: Creation account date.

  • Connections: Connections of the account

  • Individual operations:

    • Authorize account: Function used to authorize an account that has been created using the manual authorization option.

    • Register: There it is possible to see the user's registration information.

    • Reset Password: It is possible to reset the password of the accounts.

    • Change Expiration: It is possible to change the account expiration date.

    • Send credentials: It is possible to send the credentials by: Printing the account, sending the credentials via email or via SMS.

    • Cancel: Delete the content of the database.

Info

It is possible to filter the list by User, Service, Name, Status, Connections and Creation Date fields.