Users

Cellosign manages three types of user’s permissions:

Permissions	Ability
Agent	A user with agent permission can: – Access the agent interface and management interface. – Send a form or initiate a process [agent interface, dashboard screen]. – View actions sent by him only.
Project manager	A user with this permission can do everything a user with agent permission can, plus: – View all the actions in the project in which he is set as a manager. – View and update the Project settings. – Create and update Integrations. – View Analytics data. – Create and update Templates. – Create and update Processes. – Create and update Users. – Perform Post Transactions from file. – Create and update Dictionaries [linked lists], Tables and Categories. – Create new dashboards with different widgets.
Organization manager	A user with this permission can do everything that a user with project manager permission can do, plus: – Create and update additional projects in the organization in which he manages. – Set up SSO integration for providing user authentication.

In Cellosign, there is the option to create users and also the option to connect to Active Directory
systems, so the login process will take place as part of the corporate identification system.

In case that Cellosign is connected to the Active Directory system in your organization, the creation
of the user will be automatic, without the need to create the user in Cellosign as well.

---

Users panel

---

This panel can be used to view and locate existing users, add new users and set permissions.

Search box filter	Allows searching by any text relevant to the user: name, email, phone number, etc
Select Project filter	Allows searching by project. Relevant if the organization has several projects
“Search” button	Allows searching after changing filters
+ Add Service	Allows adding a new service
+ Add User	Allows adding a new user
Export	Allows exporting the list of users to the external .csv file

To update a user, select a user from the list. Perform the needed changes and press “Update User” button.

---

Locking mechanism

---

In case the locking policy is “Lock”, the user’s account will be locked by the system after a number of failed retries. The policy and the number of retries are defined in the Security settings of the project, under “Account lock settings”.

In this case the user will get the following message:

The project manager will have to unlock the user by clicking the “Unblock User” button at the user’s account screen:

After the unblocking, the user will be asked to change his password upon next login:

In case the user does not remember his password, the project manager will have to provide him a temporary password, by clicking “Send Temporary Password” button at the user’s account screen.

By clicking the button, a temporary password will be sent to the user’s email defined in the account. In addition, the temporary password will be shown at the field next to the button and can be delivered to the user by the project manager using other communication tools.

In case the locking policy is “Temporary lock”, the user will get the following message after a number of failed retries. In this case, the user’s account will be locked for X minutes defined in the system and then will be able to try again.

In addition, the user can be locked by the project manager by clicking “Block User” button at the user’s account screen.

For more information about locking policies click here.