Manage users

The user list provides an overview of all users in Nepenthes. You can create new users, make changes to existing user accounts and block or delete users from the system.

**User** is defined as a person (described by an identifier) who uses Nepenthes. Users can become project members by assigning them a role and adding them via the project settings.

To manage users click on your avatar (top right corner) and select **Administration**. Select ***Users and permissions -> Users**. The list of current users is shown.

Topic	Content
User list	Manage all users in Nepenthes.
Filter users	Filter users in the list.
Lock and unlock users	Block a user permanently in the system or unlock a user.
Create users	Invite or create new users. Resend or delete user invitations
Manage user settings	Manage user details.
Authentication	Set and use authentication methods.
Delete users	Delete a user from the system.

User list

The User list is where users are managed. They can be added, edited or deleted from this list, which can be filtered if required.

Column headers can be clicked to toggle sort direction. Arrows indicate sort order, up for ascending (a-z/0-9) and down for descending (z-a/9-0). Paging controls are shown at the bottom of the list. You will also see whether a user is a system administrator in Nepenthes.

Filter users

At the top of the user list is a filter box. Filter by status. group or name, then click the blue Apply button to filter the list. Click the Clear button to reset the filter fields and refresh the list.

• Status - select from Active, All or Locked Temporarily. Each selection shows the number of users.
• Group - select from the list of existing groups.
• Name - enter any text; this can contain a "%" wild card for 0 or more characters. The filter applies to user name, first name, last name and email address.

Lock and unlock users

Handling locking and unlocking of users is also done from the user list. To disable a user's access click the Lock permanently link next to a user. Use the Unlock link to restore the user's access.

Note: The previous activities from a locked user will still be displayed in the system.

If a user has repeated failed logins the user will be locked temporarily and a Reset failed logins link will be shown in the user list. Click the link to unlock it right away, or wait and it will be unlocked automatically. Have a look at the section Other authentication settings for failed attempts and time blocked.

Create users

New users can be created and configured by an administrator or by the users themselves (if activated).

Invite user (as administrator)

In the user list, click the +User button to open the New user form.

Enter the email address, first name, and last name of the new user. Tick the box to make them a system administrator user.

Note: the email field must be a valid format and be unique or it will be rejected on clicking the button.

Click the Create button to add the user and show that user's details page. Click the Create and continue button to add the user and stay on the new user form to add another user. Either way, the new user will be invited via email. When adding the last of multiple users you can click on Create or click the Users link in the menu on the left. The Users list will be shown. Click on the name of each user to edit their details.

Create user (via self-registration)

To allow users to create their own user accounts enable self-registration in the authentication settings. A person can then create their own user from the home page by clicking on the Sign in button (top right), then on the Create a new account link in the sign in box.

Enter values in all fields (they cannot be left blank). The email field must be a valid email address that is not used in this system. Click the Create button. Depending on the settings the account is created but it could be that it still needs to be activated by an administrator.

Activate users

Open the user list. If a user has created their own account (and it has not been activated automatically) it is shown in the user list with an Activate link on the right. Click this link and continue to add details to this user as below.

There is also an Activate button at the top of the user's details page.

Set initial details

You can edit the details of a newly created user. Useful fields might be Username, Language and Time zone. You might also fill Projects, Groups and Rates, or leave these to the Project creator. Also consider the authentication settings.

See Manage user settings for full details.

Resend user invitation via email

If a user did not receive the email invitation or shall change their authentication method to email, you can send the invitation to the user again if needed. In the user list, click on the name of the user to whom you want to resend the email with the invitation link to the system.

In the top right, click the Send invitation button in order to send the email once again.

Delete user invitations

To invalidate or revoke a user's invitation click on the user name and then on Delete in the upper right corner. This will prevent the invited user from logging in. Please note: this only works for users who haven't logged in yet. If the user is already active this will delete his/her whole profile and account. Deleting users can't be revoked.

Manage user settings

You can manage individual user details if you click on the user name in the list. These settings will overwrite the individual user's settings set in their My Account settings.

General settings

On the General tab the following fields are shown:

1. User's master date
   • Status - this is set by the system.
   • Username - this defaults to the email address for a new user (unless the user used the self registration). It can be changed on this page. Users cannot change their own user name.
   • First name, Last name, Email - these fields are filled from the New user page. Users can change them under their Profile page; they are mandatory.
   • Language - this defaults from the user settings. Users can change this on their Profile page.
   • Administrator - activate or deactivate this global role. Users cannot change this.
   • Custom Fields - if these have been created they are shown here. Use it for e.g. department or phone number. If not, this is how custom fields can be created.
   • User consent - if this has been configured (i.e. if the box next to "Consent required" is ticked) the consent status is shown here.
2. Authentication - the content of this section depends on the type of authentication method being used (e.g. password, OpenID, Kerberos, etc.)
3. Preferences - users can change these on their Profile page. Time zone defaults from chosen language. Auto-hide success notifications means that notifications will automatically be removed after some seconds, not that there are no success notifications at all.
4. Do not forget to Save your changes.

Reset a user's password

To create a new password for a user (e.g. if he/she lost it) navigate to the Authentication section of the General tab. You can either Assign a random password (check the box on top) or set a new password manually and send it to them (preferably through secured communication). Consider checking the box next to Enforce password change on next login.

Add users to a project

In order to see and work in a project, a user has to be a member of a project and needs to be added with a certain role to this project.

On the Projects tab, select the new project from the drop-down list, choose the roles for this project and click the blue Add button.

Add users to groups

On the Groups tab you can see the groups the user belongs to. If a group is shown, click the group name link.

If no groups are shown (i.e. the user does not belong to any group, yet), click the Manage groups link to edit groups.

Please note: The Groups tab is only shown if at least one user group exists in Nepenthes.

Global roles

In order to add a global role to a user, at least one global role needs to be created in the system (a role with the Global role field ticked).

On the Global roles tab, select or de-select the global role(s) for this user. Click the Add button.

Notification settings

Under Notification settings tab you can edit the notification settings for the user. Each user can adjust these settings under My account on their own.

Email reminders

Under Email reminders tab you can edit the email reminders settings. Each user can adjust these settings under My account on their own.

Rate history

The rate history tab shows the hourly rates that have been defined for the user. The Default rate is applied to projects with no rate defined. All projects that the user is a member of are listed with the user's rates.

The Valid from date will effect the rate used when creating a budget and when logging time.

If you want to set a different hourly rate for the user on different projects, you can overwrite the default rate with a different rate below in the respective projects.

To enter a new hourly rate, click on the Update icon next to the rate history. You can either set a default hourly rate or define a rate for a certain project.

1. Enter a date from which the rate is Valid from.
2. Enter the (hourly) Rate. The currency can only be changed in the respective settings.
3. You can delete an hourly rate.
4. You can add a rate for a different time period.
5. Save your changes.

Avatar

The Avatar tab shows the default icon to be shown for this user. A custom image can be uploaded as the avatar. In addition, the users can also use their Gravatar. The user can manage this in their Profile. These features can be disabled in the avatar settings.

Two-factor authentication (2FA)

This tab shows whether a user has activated a device for two-factor authentication in their account. You can see the devices and delete them if necessary.

Authentication

The available authentication methods affect the content of the Authentication section in the General tab of the user details.

Use the self-registration field to give the following controls over a new user's access.

Manual account activation

The user details Authentication section has fields Assign random password, Password, Confirmation and Enforce password change.

• If you are near the new user, you can enter a password and confirmation then tell the user what it is. They can then sign in. It is recommended that you also tick the enforce password change checkbox, so that the user is prompted to change their password after they sign in.
• You can phone the new user or send them an email, not using Nepenthes, to give them the password. In this case it is more important to tick the enforce password change checkbox.
• Tick the Assign random password, and probably the enforce password change checkbox. When the details are saved Nepenthes will send an email to the new user with their password.

Account activation by email

Leave all fields blank. When the details are saved Nepenthes will send an email to the new user with a link inviting the user to Nepenthes. They click the link to get the registration page to complete creating their account.

Delete users

Two settings allow users to be deleted from the system:

• User accounts deletable by admins - if ticked, a Delete button is shown on the user details page.
• Users allowed to delete their accounts - if ticked, a Delete account menu entry is shown in the My Account page.

To delete another user's account open the user list. Click on the user name of the user which you want to delete. Click the Delete button at the top right.

You will then be asked to type in the username in order to delete the user permanently from the system, then confirm this with your password.

Note: Deleting a user account is a permanent action and cannot be reversed. The previous activities from this user will still be displayed in the system but reassigned to Deleted user. This is also true for the Time and cost and the Budget modules. Spent time will be still be visible for Deleted user inside a Work package. Time and cost reports will contain the entries with reference to Deleted user. Labor budgets that have been setup for the user are displayed under Deleted user, too. If you would like to keep track of the user's name in connection with the mentioned activities, the spent time and the budget, you are able to keep the user's name in the historical data by simply locking the user.