Overview

There are two types of client admin roles in Cheetah ID (CID):

• Organization Admin: Admin of an organization who can manage access to all the business units (BU)
• Business Unit Admin (BU Admin): Admin of one or more business units 

The users with these admin permissions are provided access to the Client Administration (CES) workspace .

Switching to CES Administration Workspace

Users with admin permissions can access the CES Administration workspace directly or by clicking on the CES Administration option available in the drop-down box from the user icon at the right side of the User Workspace.

Client Administrator Workspace (CES Administration)

The CES administration workspace allows administrators to review and manage their organization users, their business units, and the application access in each business unit. The administrators can invite new users, modify existing user accounts and review recent login sessions and activities. 

From the CES Administration workspace you can perform the following operations, based on your permissions in the system:

• User management
• View Business units 
• View activity log 

User Management

The Users tab shows all the users of the organization or the business units, based on your Cheetah ID role and permission. The various tasks that can be performed by the organization and business unit admins in this tab are given below.

From the Users tab, you can perform the following tasks based on your permissions in the system: 

• View users in the organization/BU
• Edit users in the organization/BU
• Manage Organization Admin Permissions for an user
• Make an user a BU admin
• Invite new user to an organization/BU
• Resend welcome email to an inactive user
• Suspend or unsuspend an user 
• Send email to an user to reset their password
• Modify application access of an user 

View Users (Organization & BU admins)

Navigate to the Users tab to view all the users in the organization or the business units you administer.

Edit Users (Organization Admin)

1. Navigate to the Users tab and click on Edit corresponding to the user you want to edit the details. The Profile tab of the user is displayed.
2. Edit the required details of the user.
3. Click Save, to confirm the changes. 

Invite New User to Organization/BU (Organization & BU admins)

An organization admin will be able to add users to any business unit in the organization and BU admin to the Business units they manage. To invite an user:

1. Click Invite Users in the top menu.   

2. Enter the email address of the new user in the Add Users window and press Enter.  
3. Click Invite and Assign Applications.
4. Select the business units in the Add Business Unit to Users window and click Next.
5. Select the applications business units in the Add Business Unit to Users window and click Done.
6. click OK in the success window displayed. An invitation email will be sent to the new user.  

Add Business Unit and Application Access to Existing User (Organization Admin)

1. Navigate to the Users tab and select the user you want to add the business units and applications to. The Profile tab of the user is displayed.
2. Select the required user from the list and click Add Access. The Add Business Units to Users window is displayed.   
3. Select the business units you want to add and click Next.  The Add Application to Users window is displayed. 
4. Click on applications that you want to assign to the user from the list displayed. 
5. Click Done to confirm the changes.
6. Click OK in the results window to return to the Users tab.  

Manage Organization Admin Permissions for an Existing User (Organization Admin)

1. Navigate to the Users tab and click on Edit corresponding to the user you want to edit the details. The Profile tab of the user is displayed.
2. Click Options. A drop-down menu is displayed.
3. Click Make Org Administrator to make the user an organization admin. The user will be assigned organization admin role. Conversely, to remove the organization admin permissions for an existing admin user, click Remove Org Administrator from the Options drop-down menu.

Make an User a BU Admin (Organization Admin)

1. Navigate to the Users tab and click on Edit corresponding to the user you want to edit. The Profile tab of the user is displayed.
2. Select App Access tab.
3. Select the required business unit from the displayed list. If you are unable to find the required BU, the user must be assigned to the BU first. Refer Add Business Unit and Application Access to Existing User.
4. Click Options. From the displayed drop-down menu, click Add BU Admin Access. The user will be assigned admin access to the BU. 

Resend Welcome Email to an Inactive User (Organization & BU admins)

1. Navigate to the Users tab and click on Edit corresponding to the inactive user. The Profile tab of the user is displayed.
2. Click Options. A drop-down menu is displayed.
3. Click Resend Welcome Email. The Welcome email will be sent to the user.

Suspend or Unsuspend an User (Organization admin)

1. Navigate to the Users tab and click on Edit corresponding to the user you want to suspend/ unsuspend the access. The Profile tab of the user is displayed.
2. Click Options. A drop-down menu is displayed.
3. Click Suspend. The users access to Cheetah ID will be suspended. To unsuspend an user, Click Unsuspend.

To maintain security, limit data retention, and protect the privacy of our users, Cheetah ID will deactivate a user account 120 days after the  account was  suspended.

Send Reset Password Email to an Existing User (Organization & BU admins)

1. Navigate to the Users tab and click on Edit corresponding to the user you want to edit the details. The Profile tab of the user is displayed.
2. Click Options. A drop-down menu is displayed.
3. Click Send Reset Password Email. The email will be sent to the user.

Modify BU and Applications Assigned to an User (Organization & BU admins)

1. Navigate to the Users tab and click on Edit corresponding to the user you want to edit the details. The Profile tab of the user is displayed.
2. Select App Access tab and click Modify Access.
3. Select or unselect the applications that you want modify corresponding to the business units and click Save Changes.

Business Unit Management

The Business Units tab shows all the business units of the current organization to the organization admin and the allocated business units to the business admins.

Activity Log View

The Activity tab lists the activities of all the organization users to the organization admin and the activities of the users belonging to the allocated business units to the business admins.