Riva CRM Integration - Documentation and Knowledge Base

Edit a User in the User Manager: Riva Cloud Admin

Article ID: 1522
Last updated: 23 May, 2018

Applies to all Riva Cloud modes.

Contents:

To edit a target user:

  • In the User Manager, find the user to edit. Hover the mouse anywhere over the user information, for example the icon, and select the icon that appears.

    An edit window appears. Its title is the same as the user name of that target user.

Change the User Name

  1. Edit the target user.

  2. To the right of the Username field, select Rename.

  3. In the Rename User window that appears, fill out the New Username and the Your Contact Email fields.

  4. In the Verify New Username and Verify Your Contact Email fields, confirm the values.

  5. Select Send Request.

    When we have renamed the user for you, we will contact you. We typically process a user name change request within two business days.

Change the User Login Password

The Riva Cloud admin account can reset a password for a target user. The reset password is not emailed to the target user.

Tip: Changing the password in this manner is the way to prevent users from accessing their Riva Cloud accounts while leaving the users enabled.

To change a user login password:

  1. Edit the target user.

  2. In the Password field, enter a secure password or select Riva Cloud. The User Manager. The Generate icon looks like a lightning bolt. Generate.

  3. in the Confirm Password field, enter the same password as in the Password field.

  4. At the bottom of the window, select Save.

Enable or Disable a User Account

Disabled users cannot log in to their Riva Cloud accounts, and their sync policies are disabled.

You can temporarily disable or re-enable user accounts in two ways:

To enable or disable one user account at a time:

  1. Edit the target user.

  2. Do one of the following:

    • To enable the user account, select the Enable User Account check box; or
    • To disable the user account, clear the check box.
       

    The check box is near the top of the window.

  3. At the bottom of the page, select Save to update the target user account.

    The User Manager displays the word Disabled against a grey background to the right of the disabled target user account.

To enable or disable multiple user accounts at a time:

  1. In the User Manager, select the check boxes to the left of the users that you want to enable or disable.

  2. Select the With Selected drop-down menu, and choose Enable User or Disable User.

    Riva Cloud. The User Manager. The With Selected menu is expanded. Select Disable User or Enable User.

    Note: The red squares indicate that the users are enabled. When a user is disabled, the square becomes dark grey.

    The User Manager displays Riva Cloud. The User Manager. The Disabled label indicates that a user is disabled. to the right of disabled target users.

Unlock a Locked User

To prevent brute force attacks against your Riva Cloud account, a user is locked out after eight failed login attempts in a row. After verifying that it was really one of your users who failed to log in, you can unlock the user.

To unlock a locked user:

  1. Edit a target user.

  2. Near the top right corner of the window, clear this check box: Locked by Intrusion Detection.

  3. Select Save.

    Result: The user is immediately allowed to attempt to log in.

Change User Account Details

The Riva Cloud admin can modify the first name, last name, country, time zone, user type, and email address of a target user.

To change user account details:

  1. Edit a target user.

  2. Modify one or more detail fields.


     

  3. At the bottom of the window, select Save to update the target user.

This article was:   Helpful | Not helpful
Report an issue
Article ID: 1522
Last updated: 23 May, 2018
Revision: 12
Views: 6644
Comments: 0