Managing user accounts

PhariaOS is the tool you use to control which users have access to PhariaAI and which components they can access.

You need to have the admin role assigned to your user account to be able to manage users.

See also: Access control: User roles and permissions


View all user accounts

In the PhariaOS navigation panel, click Users in the Access dropdown menu. The list of registered users is displayed in table. From here, you can do the following:

  • Create a new user account.

  • Search for a specific user in the table by their email address.

  • Click a line in the table to view the account details for that user. (This is equivalent to editing the user account.)

  • Click the kebab menu icon kebab menu at the end of a line in the table, and select one of the following:

    • Reset password: Generates a new password for the selected user account.

    • Deactivate: Deactivates the user account. The account is not deleted; it takes the new status "Inactive", and the user can no longer access PhariaAI.

    • Edit: Displays the account details that you can change, including adding and removing roles for the user.

    • Delete: Deletes the user account.

Add new user accounts

You can add new users in three ways:

Configure Single Sign-On (SSO)

If you have enabled Single Sign-On (SSO), users need to log in to PhariaAI once for their account to be created.

Enable user self-sign-up

If you have enabled user self-sign-up, users see an option to create an account themselves when trying to log in to PhariaAI. You can restrict which users are allowed to sign up.

Create users manually

To create a new user account:

  1. In the navigation panel, click Users in the Access dropdown menu.
    The list of registered users is displayed in a table.

  2. Click New User in the top right corner.

  3. Enter the first name, last name, and email address of the new user.

  4. Specify the roles to grant the new user. This determines what components of PhariaAI they will have access to.

  5. Click Create to create the new user.

PhariaOS now displays a window containing the generated password for the new user.

Before closing the window, copy the password for the new user! It is no longer accessible after you close this window.

You can now inform the user of their credentials to access PhariaOS. (You can reset the password later.)

Edit user accounts

To change the details of a user account:

  1. In the navigation panel, click Users in the Access dropdown menu.
    The list of registered users is displayed in a table.

  2. Find the user you want to edit: you can search for the user by their email address or scroll through the pages of the table.

  3. Click the user account’s line in the table. (You can also select Edit in the kebab menu menu.)
    This displays the account details for the selected user.

  4. You can change the user’s name or email address, and you can assign or unassign roles for the user.

  5. Click Save when you are finished.

The user account is updated with your changes.

Reset a user’s password

To generate a new password for the user account:

  1. In the navigation panel, click Users in the Access dropdown menu.
    The list of registered users is displayed in a table.

  2. Find the user for whom you want to generate a password: you can search for the user by their email address or scroll through the pages of the table.

  3. Click the kebab menu menu icon and select Reset Password from the menu. (You can also click the user account’s line in the table to display the user details, and click Reset Password in the kebab menu menu.)

PhariaOS now displays a window containing the newly generated password for the user.

Before closing the window, copy the new password for the user! It is no longer accessible after you close this window.

You can now inform the user of their new password.

Deactivate a user account

To remove a user’s access to PhariaAI without deleting their user account, you deactivate the user. To do this:

  1. In the navigation panel, click Users in the Access dropdown menu.
    The list of registered users is displayed in a table.

  2. Find the user you want to deactivate: you can search for the user by their email address or scroll through the pages of the table.

  3. Click the kebab menu menu icon and select Deactivate from the menu. (You can also click the user account’s line in the table to display the user details, and click Deactivate.)

The user account is deactivated. This is indicated in the table with the Inactive status for the user.

Add or remove roles from a user

See also: Access control: User roles and permissions

To add or remove roles from a user:

  1. In the navigation panel, click Users in the Access dropdown menu.
    The list of registered users is displayed in a table.

  2. Find the user for whom you want to add or remove roles: you can search for the user by their email address or scroll through the pages of the table.

  3. Click the user account’s line in the table. (You can also select Edit in the kebab menu menu.)
    This displays the account details for the selected user.

  4. Activate or deactivate roles in the list as required.

  5. Click Save when you are finished.

The user account is updated with your changes.

Delete a user account

To delete a user account:

  1. In the navigation panel, click Users in the Access dropdown menu.
    The list of registered users is displayed in a table.

  2. Find the user you want to delete: you can search for the user by their email address or scroll through the pages of the table.

  3. Click the kebab menu menu icon and select Delete from the menu.

The user account is deleted.