User management – BlueDolphin

Prerequisites

You must be a BlueDolphin administrator to be able to perform the various steps described here.

Add new users

Go to Admin > Users and press the add icon .

Next, fill in the fields in the pop-up. First name, last name, and e-mail are mandatory fields:

Field	Meaning
First name	This field is used to display the user's first name.
Last name	This field is used to display the user's last name.
E-mail	This is the user's e-mail address. BlueDolphin sends important e-mails to this address regarding: An invitation with a link to activate the account. Temporary login credentials (optional, only if the user is not a part of single sign-on).
Directly send invitation by email	Disable this checkbox to postpone sending the invitation e-mail(s). If you disable it, you will have to manually resend the invitation e-mail(s) (see below).
Create BlueDolphin credentials	Disable if the user will log in to BlueDolphin using your organization's single sign-on. Enable if the user is unable to participate in single sign-on. BlueDolphin will manage the password in its private Active Directory and e-mail the temporary login credentials to the user.

By default, a newly created user gets linked to the packaged 'Default users' role, but you can change the assigned roles. For more information, see Users and roles in BlueDolphin.

Modify users, reset passwords and resend invites

Go to Admin > Users and select the specific user.

Clicking the Resend invitation button will send an invitation e-mail to the user.

The Reset password button is only valid for users that do not participate in single sign-on. It will reset the user's password in the BlueDolphin's Active Directory. The user will receive a new set of temporary login credentials by e-mail.

Delete users

The delete icon will delete the user account from the system.

Tip: You may want to transfer ownership of views owned by a deleted user. More on this topic can be found in transfer view ownership.