Adding and Managing Users
Super Admins can add and manage Users from Hello > Account Settings > Users. This area can be used to create new Users, define User types, assign User Permission Groups, and define and manage User authentication like passwords and 2FA.
Adding Users
From the Users menu you will see a list of existing Users in the account, as well as the option to create a new User. Click Add User.
You will need to fill in the following information:
Field | Description | ||||||
|---|---|---|---|---|---|---|---|
Email Address | This will be the Username used to login. Username must be formatted as an email address but, it does not need to be a valid address. Using a valid email address will allow the User to request a password reset if necessary. | ||||||
Password | It is required to set a password when creating a User. The requirements are as follows:
| ||||||
Display Name | Displayed when the User logs in | ||||||
First Name | User’s first name | ||||||
Last Name | User’s last name | ||||||
Group | The permission group the User belongs to. Admin and Super Admin user types do not require a permission group. | ||||||
User Type |
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Security (optional) | Check the box to require the User to use two factor authentication. |
Once you have filled in the required information click Save User.
Managing Existing Users
From the Users menu you will see a list of existing Users in the account and their User Type, Display, Name, Email, Status, and Group.
Users can be deleted by selecting the 
. You can edit details about Users selecting the 
. You can edit any of the fields listed above and there will be an additional field of status and additional options for Security settings.
Field | Description | ||||||
|---|---|---|---|---|---|---|---|
Status |
| ||||||
Security (optional) | Check the box to require the User to use two factor authentication or uncheck to disable. If the User has already logged in using 2FA, there will be an option here to reset the secret token. |
Adding and Managing API Users
Unlike regular Users, API Users cannot login to the platform. This User type will have an associated API Key that can be used with the Engaging Networks REST API.
From the Users menu you will see a list of existing Users in the account, as well as the option to create a new User. Click Add API User.
Field | Description | ||||||
Email Address | Required but not needed for API access. May be included in some logs to identify User. Username must be formatted as an email address but, it does not need to be a valid address. | ||||||
Display Name | Required but not needed for API access. May be included in some logs to identify User. | ||||||
First Name | Required but not needed for API access. May be included in some logs to identify User. | ||||||
Last Name | Required but not needed for API access. May be included in some logs to identify User. | ||||||
Remote Address | This should be the IP address(es) where calls will come from. Authentication and supporter operations are forced to comply with these addresses. Multiple IP addresses can be separated by ~ and no spaces. There is a maximum of 200 characters and IP Ranges are not supported. | ||||||
Page Processing should respect Remote Address | If you wish the page processing endpoint to also comply with the IPs listed in the Remote Address area, then check this option. | ||||||
Group | This will be the permission group the user belongs to. For Supporter Services calls, Create, Modify, and View permissions under ‘Manage individual supporters’ are required. For Page Components calls and the Get survey responses call, View permission under ‘Manage Page’ is required. | ||||||
Status |
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API Key | Available after saving the API User initially. An alphanumeric token that can be used to authenticate with the Engaging Networks API. There are also options to Revoke the key which will invalidate the current key and generate a new one and also to Copy the key. API keys are sensitive information and should only be transmitted through secure channels. |
Bulk Actions
There are some changes that can be made to Users in bulk by selecting the checkbox icon to the left of the specific Users or the checkbox in the header to select all Users.
Once there are Users selected, additional options will become visible at the top of the User menu. From here the Status of the selected Users can be updated to Active or Inactive and Two Factor Authentication can be Enabled or Disabled.