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Users

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Cellosign manages three types of user’s permissions

PermissionsAbility
AgentA 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.
ImplementerA user with this permission can do everything an agent can do, plus:
Full access to the following areas:
Templates
BPMN
Analytics
Data Source
Dictionary
Data Tables
Categories
Integrations
Webhooks
SMTP
SMS
Secrets
Storage
Salesforce
Payment
MTLS
Projects:
Client Forms
Messages
Brand
Session
Backup and Restore
File Cleansing
Project managerA user with this permission can do everything an implementer can, plus:
– Users page
– SSO (Single Sign-On) configuration – still limited to Company Manager
Projects’ MFA and Security settings
Organization managerA 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 filterAllows searching by any text relevant to the user: name, email, phone number, etc
Select Project filterAllows searching by project. Relevant if the organization has several projects
“Search” buttonAllows searching after changing filters
+ Add ServiceAllows adding a new service
+ Add UserAllows adding a new user
ExportAllows 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.

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.

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