User Management

See Netreo User Types for descriptions of user types.

Web User Management

Web users are managed on the User Administration page. Only users with the SuperAdmin access level may view and manage web users.

Add a new web user

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Users > Edit/Add Web Users to open the User Administration page.
3. Select Add New User.
4. Enter a username and password in the fields provided. (These fields are required.)
5. If desired, choose an access level, user partition, and user dashboard.
6. If you wish to force the user to enter a new password at first login, switch the force password change option to ON.
7. Select Save User.

Edit a web user

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Users > Edit/Add Web Users to open the User Administration page.
3. Locate the user that you wish to edit and select its edit icon in the ACTIONS column.
4. Edit the user attributes as desired.
5. Select Save Changes.

Delete a web user

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Users > Edit/Add Web Users to open the User Administration page.
3. Locate the user that you wish to remove and select its delete icon in the ACTIONS column.

Web User Preferences

Web users have a variety of settings they may configure to customize their experience.

Edit web user preferences

1. Log in to Netreo as the user whose preferences you wish to edit.
2. Go to the main menu bar and select the user icon.
3. In the sub-menu that appears select User Preferences (see image below).
4. Edit the settings as desired.
5. Select Save Preference Changes.

The Netreo web user menu.

Options selected on the User Preferences page only affect the currently logged in user.

Cloud User Management

Cloud users are managed on the Netreo Cloud Services Dashboard. Only users with the SuperAdmin access level may view and manage cloud users.

A cloud user is automatically created the first time a web user logs in to Netreo using the mobile application. When accessing Netreo through the mobile application, cloud users have the access level and user partition of their web user counterparts applied to them.

There is only one administrative action that can be performed on a cloud user, and that is to delete them. Deleting a cloud user will forcefully log that user out of the Netreo mobile application. This is useful after deleting a web user, to prevent them from accessing Netreo through the mobile app.

Delete a cloud user

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > System > Cloud Services to open the Netreo Cloud Services Dashboard.
3. Locate the cloud user that you wish to remove and select its delete button in the ACTIONS column.

Best Practices

The following best practices will help keep user management organized and secure.

• Use integrated authentication  (Active Directory or SAML 2.0) to centrally manage user accounts with strong password policies and multi factor authentication.
  • User sessions should be set to expire after a reasonable time.
• Never share account credentials between users. Every user should have a dedicated account (for tracking and auditing purposes).
• Use unprivileged logins for day-to-day use.
  • Create separate accounts for SuperAdmins and use those credentials only when changes must be made.