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Create and manage business users
At Locker for Business with Self-hosted version, each user in the business belongs to one subsidiary. Users belonging to any subsidiary will be managed by Super Admin and administrators belonging to that same company.
Note: Users belonging to a subsidiary can share data with users belonging to other subsidiaries within the business.
User roles within a subsidiary
In a subsidiary, users can have the following roles:
- Primary Admin: The main administrator of the subsidiary, has the right to create, edit, delete other member accounts, perform tasks in the subsidiary management page and manage their personal vault.
- Admin: Main administrator of the subsidiary, has the right to create, edit, delete other member accounts (except Primary Admin); perform tasks in the subsidiary management page and manage their personal vault.
- Member: User belonging to a subsidiary, does not have rights in the subsidiary management page; can manage their personal vault.
Create a subsidiary user account
To create user accounts in a subsidiary, Super Admin, Primary Admin and Admin follow the instructions below:
- On the web application, click on the profile menu on the top left of the screen > click the button to open Enterprise Manager.
- Primary Admin and Admin will be redirected to their subsidiaries.
- Super Admin clicks to open a subsidiary on the list page where he wants to add users.
- On the subsidiary management page, click on the Users page.
- Click the Invite User button.
- Enter the new user's email and presses the
,EnterorSpacekey. Multiple emails can be entered.
- Select the role for the new user as Admin or Member and clicks the Create button.
- Download a list of new users' emails and passwords and send the credentials to the new users.
Note: If the business has already had SMTP email set up, an invitation email will be sent to the new users’ email. The step of sending email and password to new users can be skipped.
See how to set up email sending here.
- The newly created users will appear on the Pending members list.
Edit user roles
To edit user roles, Super Admin, Primary Admin and Admin follow the instructions below:
- Open the subsidiary management page > Users page.
- In the Role column corresponding to any user, click on the user's role. A drop-down list of roles will appear.
- Primary Admin and Admin can grant role to other users in the subsidiary to be Admin or Member.
- Super Admin can grant role to users in the subsidiary to be Primary Admin, Admin or Member.
- Click to grant a new role to the user.
